Quick Financial Tips for the New Year
The New Year is the perfect time to give yourself a financial checkup. Get started with these tips!…
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Building Financial Independence in Your College-Aged Children
By: Kory Gildea 09/18/20 For many people, college is viewed as a place and time of freedom and independence. Students enter as naïve teens, and leave as adults ready to…
“A Great Question Can Make All The Difference” Series: #3 What Is My Ideal Financial Story?
In our third video of this series, Tana Gildea goes through the steps you can take to figure out your ideal financial story. Watch here: https://youtu.be/JA_Llt1cJtU?si=ofrEiCdrFsrat0xW…
Financial Advisor: Yes or No?
Money conversations and alignment on your retirement goals can be difficult in a relationship. Sometimes having a financial advisor to help with these discussions and finding common ground can create…
“A Great Question Can Make All The Difference” Series: #2 Life & Disability Insurance
As part of our series to help suddenly single women, we have a new video by Tana Gildea that discusses whether you may need life and/or disability insurance. Watch here:…
Beyond The Numbers: New Beginnings: Crafting And Keeping Meaningful New Year’s Resolutions
As the New Year dawns, many of us are inspired to set resolutions, seeking to improve our lives. In this post, we’ll discuss how we can most effectively choose our…
Soon To Be Single? Six Issues Women Should Consider During Your Divorce
It is hard enough going through a divorce without having to think about finances and financial planning. Tricia Mulcare works closely with suddenly single women to help them understand what needs to…
Happy 5.29 Day!
May 29th is officially National 529 Day or 529 College Savings Day. Most folks have heard about 529 savings plans and perhaps know the basics of these plans, so in…
Organizing Your Financial Records
Spring is traditionally a time for cleaning, decluttering, and organizing our homes. It is also a time when many of us are compiling the necessary documents to file our tax…
How Does The SECURE 2.0 Act Affect You?
The SECURE 2.0 Act was signed into law on December 29, 2022 as part of the Consolidated Appropriations Act (H.R. 2617). SECURE 2.0 builds on the Setting Every Community Up…
Saving For College – 529 Planning Options
By: Philip Clinkscales 1/30/2023 A 529 plan gives parents, grandparents, and others a vehicle in which to save funds for college, invest those funds, and receive possible tax-free treatment of…
Understanding Lifestyle Creep — and How to Avoid it
As you make more money, it’s important to be mindful of lifestyle creep. But Principal Robin Aiken, CFP® also explains it’s OK to allow the occasional indulgence. Read more via…