Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
What an Election Year Means for Investors and Markets
Lynn Snyder, MBA, CFA®, Thomas Jefferson Memorial, Washington, D.C. It’s no surprise that stress levels rise for many Americans prior to a...
Renovate or Relocate: A Homeowner’s Dilemma
Are you torn between the idea of renovating your current home or moving to a new one? It's a common dilemma many homeowners face as they weigh...
Is a 529 Plan the Best Way to Save for College?
One of the most common questions we hear from clients is how best to save for their child or family member’s future education expenses. The 529...
Meeting You Where You Are
May is mental health awareness month, and we have chosen to focus our articles this month on mental health as it relates to your finances. This...
Are Emotions Driving Your Decisions?
Activate Your Wise Mind to Navigate Financial Decisions Financial decisions are rarely made in a vacuum. We often seek input from a loved one,...
My First Money Memory: How Early Experiences Affect Financial Decisions
In May, we’re celebrating Mental Health Awareness Month with a series of blog articles about different life experiences, mindsets, and behaviors...
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