4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

4 mins read

3 Financial Moves to Make Before You Buy a Home

Home sales in the U.S. are skyrocketing as interest rates remain at historically low levels. In fact, Zillow expects nearly 7 million existing-home sales this year—the most since 2005. With so many prospective homebuyers on the market, you too may be wondering if it’s time to take the plunge into homeownership. Before you begin hunting…

3 mins read

Holiday Budget Prep: 3 Things You Should Do Now

The holidays always seem to creep up out of nowhere, which can leave you feeling stressed and over budget if you don’t prepare ahead. And, even though U.S. consumers are feeling financially strained as a result of the pandemic, people are planning to spend more to make this holiday season even more special. According to…

27 mins read

60 Back To School Must Haves

Forget about the same old school supplies! We’ve rounded up this year’s must-haves to kick the school year off right - and in style. Organizing & Accessorizing Blush Dream Desk Set by Poppin A perfect choice for the highly organized, this gorgeous blush Desk Set couldn't be easier to get it all together! The Set…

10 mins read

Father’s Day Gifts We Are Loving This Year

As moms, we may take on the majority of caretaking for our little ones but when we need the help and support, daddy is always there. Celebrate him as a father to your child(ren) and a partner in life. Here’s a list of gifts we’re loving this year: Foodie Daddy Sometimes, Daddy needs a bevy after…