Debt Ceiling Ridiculousness
It seems the debt ceiling issue has become one of the favorite ways that many media outlets are using now to draw your attention, using scary headlines like “debt showdown”, “looming economic crisis”,…
Digital Footprint: Think Before You Click
As a trusted fiduciary, we understand the importance of protecting our clients’ assets and ensuring their financial security. However, in today’s digital age, financial security goes beyond just securing your bank account and…
Protecting You From Fraud
Fraud and cybersecurity protection are key topics and should always be in the back of one’s mind. In today’s increasingly digital economy, fraudsters are using progressively more sophisticated tactics to manipulate…
No Better Partner Than Schwab
It has been a wild last week in the financial sector. As you know from our Silicon Valley Bank blog earlier this week, there have been questions surrounding the confidence amongst the banking system and any financial institutions..
Cryptocurrency Regulation
Cryptocurrencies and digital assets have been around for over a decade and in that time they have grown from a speculative investment to a new asset class. Particularly in the last several years, we have seen tremendous growth and…
The SECURE Act 2.0 and How it Applies to You
With tens of thousands of pages of legislation coming from Washington each year, it can be difficult to track what laws have a direct impact on you as an individual. Luckily, we’re here to give you the main points of an act…
Considering Marriage? How Will Your Finances Change?
With Valentine’s Day around the corner and Cupid pulling out his bow and arrow, marriage proposals can’t be far behind. The cost of the wedding is the easiest part. The legal act of marriage, as compared to living…
New Year’s Resolutions: Focus on Success for the Long-Term!
Happy New Year. Hope you had a great holiday. It’s that time again-early January. Many of us are making our 2023 resolutions. Unfortunately, almost no one keeps their resolutions. Here are the facts (compliments…
Federal Reserve – What, Why, & How?
Throughout 2022 the Federal Reserve, rate hikes, and inflation have been the subject of many conversations. While everyone has been hearing about these topics, it can be unclear what they really are and how they are connected to each…
Dogs in the Workplace and their Effect on our Mental Stability
Does your dog give you those big, sad puppy dog eyes as soon as you touch the doorknob to leave for work? Do they nudge you with their nose and try to dart out the door as soon as you open it? Well, I am here to give you some great…