Our only goal is to enable you to define what you want out of life and to build a plan to help you pursue it. We want to be your trusted partner for life.
07/16/2021
Here is an NPR article regarding the new expanded child tax credit. Funds start going out this week. If you have any questions, we are happy to help!
The Expanded Child Tax Credit Is Here. Here's What You Need To Know The first monthly payments under the expanded child tax credit were disbursed on Thursday. The White House says relief is on the way to the families of nearly 60 million children.
07/04/2021
Happy 4th of July!!!
Independence Day July 4th
05/30/2021
Home of the free because of the brave. This weekend and every day remember those who gave their lives for our freedom.
Photo by Chad Madden from Pexels
05/12/2021
Many thanks to all who serve, this month and beyond!
04/22/2021
Happy National Teach Children to Save Day
Happy National Teach Children to Save Day April 22, 2021, marks the 25th anniversary of a national financial education event for youth.
04/22/2021
It's Earth Day!
It's Earth Day! April 22, 2021
04/21/2021
Happy Financial Literacy Month
Happy Financial Literacy Month April is Financial Literacy Month, a time to raise awareness about the need for financial education.
Happy Data Privacy Day
01/19/2021
January is Financial Wellness Month
01/18/2021
Martin Luther King Jr.
01/09/2021
Budget planning for the New Year
Budget planning for the New Year As we begin 2021, there's no better time to get your finances in order, starting by creating a budget.
01/07/2021
Time to Tune-Up Your Financial Plan
Time to Tune-Up Your Financial Plan There are fundamental steps you can take to get on-track with your financial plan.