Feb 102 minHold Onto Your Hats, Retirees! Time to Lock in Those Sweet Interest Rates!Remember all that buzz about rising interest rates in 2022-2023? Savings accounts and CDs were getting juicier, promising a brighter...
Feb 103 minFuture-Proofing Fiesta: New Parents, College Savings, Life Insurance, and (Shhh... It's Not Scary) Estate PlanningCongratulations, new parents! You're officially knee-deep in diapers, cuddles, and a love that's both terrifying and wonderful. But...
Dec 20, 20232 minNavigating Financial Waters: The 50/30/20 Rule DemystifiedIn the intricate landscape of personal finance, finding an effective and easy-to-follow budgeting strategy can feel like hunting for a...
Dec 4, 20234 minHow Family-Owned Businesses Contribute to the Economy and the Imperative of Succession PlanningFamily-owned businesses (FOBs) stand as stalwarts in the economic landscape, contributing significantly to the nation's prosperity. These...