Flying in Style: Modern Airline Rewards We recently passed the 40th anniversary of frequent flyer programs as we know them. These programs started really simply, but forever changed the way we travel. Essentially, the more you flew, the more points you earned, the more free flights you received. A lot has changed since the 1980’s, [...]

3 Small Moves that Make a Big Difference in Retirement   Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals.    Sometimes relatively small adjustments to your plan can make a huge impact on your [...]

Active vs. Passive Investing: Which Is Best? Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last year in response to rising interest rates, this age-old question has emerged again. Passive investing seeks to generate average market returns and involves [...]

Four Financial Lessons To Learn From Dr. Martin Luther King, Jr.  Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal responsibility to estate planning to the value of education, [...]

5 Financial Bad Habits to Cut This Year   When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve implemented this advice and still aren’t getting ahead? Here are five [...]

6 Business Goals for a Prosperous New Year The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals to help you get [...]

Will You Be Naughty or Nice To Your Finances This Holiday Season? ‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like to use the holiday season as your time for contributing to worthy causes, [...]

Scrooge and the Ghosts of Financial Planning In Charles Dickens's timeless classic, "A Christmas Carol," Ebenezer Scrooge transforms from a miserly old man to a generous and empathetic soul. Along the way, he encounters the Ghosts of Christmas Past, Present, and Yet to Come, who reveal important lessons about life and, surprisingly, financial planning. Join [...]

December College Newsletter   For high school seniors, December is an especially busy time. Not only do many schools have their final exams, but there are college applications and essays to finish. December also brings Early Decision acceptances right around the 15th. If a student is accepted by their first-choice college and that college uses [...]

5 Strategies for Managing Financial Stress During the Holidays   The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress. From buying gifts to hosting parties and traveling to [...]