News & Insights

How to Save and Invest for the Future

How to Save and Invest for the Future

Monday March 17, 2025

Investing for retirement is a marathon so take it one mile at a time. This week’s workout: Save and Invest for the Future The road to retirement is paved with …

Tax Bracket Madness logo

Are You Ready for Tax Bracket Madness?

Friday March 07, 2025

  Basketball and Taxes Here’s a random thought, unless you’re a pro basketball player, you’ll probably never think of basketball and taxes together. But in a strange way, the two …

Protect Your Life, Loved Ones, and Possessions

Protect Your Life, Loved Ones, and Possessions

Monday March 03, 2025

Fight money mayhem with confidence! Insurance is excellent financial defense. This week’s workout: Protect Your Life, Loved Ones, and Possessions Financial empowerment is about more than going on the offensive …

Man thinking about cryptocurrency.

Thinking About Crypto?

Friday February 28, 2025

As a Certified Financial Planner® professional, I’ll admit—I was very skeptical of cryptocurrency as a legitimate investable asset. And who can blame me? When I first wrote this blog a …

Use Debt Responsibly

Use Debt Responsibly

Monday February 17, 2025

Stay strong with your New Year’s resolutions! Learn how to flex on your debt. This week’s workout: Use Debt Responsibly Find financial balance and strength by using debt wisely. Like …

Save for Emergencies

Save for Emergencies

Monday February 03, 2025

Does your wallet need a spot? An emergency fund is the key to getting through tough times. This week’s workout: Save for Emergencies Be ready when things go sideways. From …

How to Prepare for Tax Season

How to Prepare for Tax Season

Tuesday January 21, 2025

  Ready or not, here it comes! Tax season is right around the corner and many of us are already dreading the stress of gathering documents, understanding credits and deductions, …

Spend Less Than You Earn

Spend Less Than You Earn

Wednesday January 15, 2025

New year, new you! Cut “empty calories” from your budget. This week’s workout: Spend Less Than You Earn Count calories in your budget, by tallying dollars coming in and going …

Have a Financial Game Plan

Have a Financial Game Plan

Tuesday January 07, 2025

Happy New Year! It’s time for healthier finances… and a wealthier you. This week’s workout: Have a Financial Game Plan Start your financial training regimen with an honest assessment of …

Teacher giving a lesson to nursery students.

Dependent Care Costs? DCFSA May Help!

Tuesday October 29, 2024

Balancing family life with military life is a major task, often requiring support from dependent care providers. If you’re covering the cost of care for your loved ones, you already …

Service member leaving the office.

Money After the Military

Wednesday October 02, 2024

It’s been 20 years since I left active duty, but as a Reservist, I often speak with service members who are eager to separate from the military and start a …

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