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Smart Financial & Insurance Moves for New Parents

Being a parent means being responsible to a degree you never have been before. That elevated responsibility also impacts your financial decisions. You are now a provider and a protector, and that reality may make the following financial moves necessary. Think about a…

Strong Finish to 2017

It's hard to believe that we're into the 10th month of the year! I know many of you set goals at the first of year, whether you called them New Year's Resolutions or you simply took time to reset your to-do list. October is always the time when I like to look back and check…

Travelin' Time!

It's June, and for many folks, that feels like the official start of summer. I don't know about you, but this is my favorite time of year. Lake trips, beach getaways, hiking, pool parties - whatever your favorite summertime escape, it's important to fit it into your overall…

3 Common Questions From New Parents

1. How should I go about saving for college? Is a 529 plan my only option? While we generally do recommend 529 college savings plans for their investment options and opportunities for tax-free growth, they are not your only option. We hear many parents asking what happens…

5 Christmas Spending Traps to Avoid

December is officially upon us and the Thanksgiving turkey leftovers are almost gone. That means the holiday shopping season is now in high gear, with marketers and advertisers bombarding us from every direction with deals, coupons, hot items and zero percent interest…

3 Ways Growing Families Can End the Year Financially Strong

Does anyone else remember that TV show called Rugrats that aired a couple decades ago? I caught a few episodes on Netflix recently and it struck me how many of the jokes I missed as a kid! But it got me thinking about the parents we see here in the office who may not be…