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Resetting Your Personal Finances for the New Year
Start the new year with a clean financial slate. By reviewing your finances, setting clear goals, and automating your savings, you can build strong habits that last all year long. With clarity and consistency, 2025 can be your most confident financial year yet.
6 days ago1 min read


Why Planning for Retirement Starts Sooner Than You Think
Retirement isn’t an age—it’s a plan you build over time. Starting early gives your money room to grow, helps you adjust to life changes, and allows you to create the lifestyle you envision. With consistent planning and the right strategy, you can retire with confidence, freedom, and choice.
Dec 15, 20251 min read


Staying Motivated on Your Financial Journey
Staying motivated on your financial journey is about building consistent habits, not perfection. Small steps—like reconnecting with your “why,” celebrating wins, and having the right support—create long-term momentum. With clarity and guidance, you can move confidently toward financial freedom.
Dec 1, 20251 min read


Why Life Insurance Is One of the Most Loving Financial Decisions You Can Make
When people think about life insurance, they often think of it as “another bill,” “something to get later,” or “only for parents.”But the truth is this: life insurance is one of the most powerful acts of love and financial responsibility you can make at any stage of life. It’s not just about protecting your family—it’s about protecting your future , your goals , and the people who matter most. As we move deeper into a world filled with uncertainty, having a strong financial
Nov 15, 20253 min read


Mid-Year Money Check: Are You Really on Track?
Halfway through the year is the perfect time for a money check-up. This blog walks you through 5 key areas to review so you can finish strong — from your cash flow and savings to insurance and growth. Small shifts now can lead to big wins later.
Jul 16, 20252 min read


The Foundation of a Family Bank: Keep Your Wealth in the Family
Your last name should mean more than your first paycheck. Discover how to build a "family bank" — a strategic system to keep wealth flowing within your family for generations. From life insurance to estate planning, this blog lays the foundation to help you build, borrow, and preserve wealth on your own terms.
May 31, 20252 min read


The Magic of Compound Interest: Why Starting Small Can Make You Wealthy
Magic of Compound Interest When it comes to building wealth, most people think you need a big salary or a lucky break. But the real...
Apr 21, 20252 min read


How Mindful People Channel Their Anxiety into Positive Action
During the week, having stressful moments is normal. Thankfully, the habits associated with a mindful lifestyle can help you identify the...
Jan 6, 20212 min read


Interest Rates: How it Works & Where it Hurts
When money sits untouched in an account or on a credit card balance, chances are, it is accumulating interest over time. Interest refers...
Dec 9, 20192 min read


What Is APR?
You may notice a common term attached to most credit cards and loans: APR. But do you know what APR stands for and what it means to you?...
Oct 10, 20192 min read


Take Your Financial Temperature
When was the last time you took a clear, comprehensive look at your financial standing? An assessment of your financial health can help...
Sep 18, 20192 min read


Are You Prepared if a Recession Hits?
In the news and casual conversation, you may hear people bring up the topic of recessions. What exactly are these? And how can you...
Aug 29, 20192 min read


What Goes in a Budget?
You may feel stretched thin by bills, or eager to make progress with your financial goals. No matter what your motivation is, there is...
Aug 2, 20192 min read


Inflation and Your Money
You may have heard about the current rate of inflation for the US economy, but it may not have answered one question in particular for...
Mar 13, 20191 min read


Your Income Taxes: What to Know
Although tax season rolls around only once a year, you should be preparing for your income taxes all year long. By staying financially...
Jan 30, 20192 min read


Interest Rates: How to Be Prepared for Change
Interest rates that affect our finances on a daily basis. They can benefit us by helping our savings grow while our money sits untouched...
Jan 16, 20192 min read


Borrowing: Is It The Right Time for a Loan?
With interest rates increasing, it is a good time to revisit the idea of loans and consider whether they make sense for your situation. A...
Oct 8, 20182 min read


Have You Checked in with Interest Rates Lately?
In order to have an accurate idea of where we stand on our spending and saving, we should also stay up-to-date on the interest rates...
Jun 1, 20182 min read


Market Fluctuations: What You Need To Know
No matter how much we plan and save, we still cannot control one major element of our finances: the overall state of the financial...
May 18, 20182 min read


What Is a Credit Score?
Whether you’re applying for a car loan or an apartment, chances are, landlords and lenders alike are scrutinizing one important part of...
May 4, 20182 min read
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