New Take on a New Year
I’m sure you have all seen the “new year, new you” blog posts on anything and everything; finances, weight loss, exercise, travel, career goals, etc. In fact, I think it was just last year at about this time that I wrote a similar blog for everyone to read. This year, I want to try something […]
Complete Value
Written by Jason Nickerson, CFP®, EA Have you ever found yourself asking the question, “What am I paying for?” That question can take many forms, but simply having the awareness to ask says something about your critical thinking skills. I also find that in an ever evolving world of competitiveness fueled by human intuition and […]
The Juggle is Real
Written by: Lizzy DiPietrantonio, J.D. Congratulations, you have a baby arriving into your life. Now how in the world are you going to afford your tiny growing little human? There are 40 (or less) weeks ahead of you that seem both impossibly long and terrifyingly short. As I write this I have roughly 11 weeks […]
Talking About Cognitive Decline
Written by: Brandi B. Graham, CTFA, CFP® Talking about cognitive decline may be difficult, but avoiding the topic can be financially devastating. We have all heard stories about the elderly person who paid thousands of dollars to “help a grandchild who was in an out of state accident” only to find out the grandchild was […]
Gifting Outside the Box
Thanks to online shopping, it has never been easier to make purchases throughout the year. In times past, it was a big event to go out to stores at certain times of the year to shop for the holidays, especially on Black Friday. Cyber Monday then came around and eventually extended beyond just Monday. Households […]
Making Your Credit Card Work for You
Written by: Brandi B. Graham, CFP®, CTFA I remember standing in line behind a close friend of mine 20 years ago when she was writing a check to pay for her groceries. I asked her why she did not use her credit card. She said she did not want people to think she “had to […]
In the News: Student Loan Update
Written by: Sarah E.J. Collier, J.D. FedLoan Servicing, Granite State Management and Resources, and Navient decide not to renew contracts, WHAT DOES THIS MEAN FOR YOU! Student loan debt is one of the biggest stressors that overwhelm young adults (as well as their parents). While the pandemic is proving not to be over yet, federal […]
Is a Health Savings Account Right for You?
Written by: Pete Winnett, CFP® Are your considering health insurance plans offered by your employer for 2022? Are you wondering if a High Deductible Health Plan (HDHP) combined with a Health Savings Account (HSA) might be a good idea for you and your family? The answer will depend on your individual circumstances, however, HSAs can […]
The Season of Open Enrollment
While most of us are thinking of pumpkin spice, apple cider, leaf peeping, sweaters, Ugg® boots, and Halloween, we should not forget that many of us have an open enrollment period upon us. During this period, employees can enroll in any number of benefits offered through their employers. Did you know that according to the […]
Learning the Art of Budgeting
Written by: Sarah E.J. Collier, J.D – Associate Advisor Budgeting isn’t about limiting yourself it’s about making the things that excite you possible. – Author Unknown One of the most underestimated and least taught life lessons in my opinion is learning to budget in a mindful and optimistic way. As I talk with individuals, regardless of […]
