News & Insights

Thinking About Buying an IPO? Read This First.

Thinking About Buying an IPO? Read This First.

Friday June 05, 2026

When a highly anticipated company goes public, it’s easy to get caught up in the excitement. Financial headlines start flying. Social media is buzzing. Friends are talking about getting in …

David Evetts on KENS 5 Sharing Key Findings from Report

David Evetts on KENS 5 Sharing Key Findings from Report

Tuesday June 02, 2026

Our president, David Evetts, recently joined Henry Ramos of KENS 5 to share key findings from the report, including where military families are showing strong financial stability and where challenges …

Leading From the Home Front

Leading From the Home Front

Friday March 20, 2026

You don’t have to follow the news to sense the growing uncertainty in the world. As global tensions rise and Service members focus on missions abroad, military spouses often take …

Tax Bracket Madness logo

Are You Ready for Tax Bracket Madness?

Wednesday January 28, 2026

  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 …

How to Prepare for Tax Season

How to Prepare for Tax Season

Wednesday January 21, 2026

  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, …

The Government Shutdown Doesn’t Shut Down Your Budget

The Government Shutdown Doesn’t Shut Down Your Budget

Wednesday October 29, 2025

When the pay stops but the bills don’t, you quickly realize life doesn’t wait for payday. The ongoing government shutdown has already left many federal employees without pay and Service …

Treasury to Phase Out Paper Checks

Treasury to Phase Out Paper Checks

Thursday October 02, 2025

The U.S. Department of the Treasury recently announced it will stop issuing most paper checks for any federal benefits beginning September 30, 2025. This change is intended to help reduce …

Retro alarm clock with government shutdown text, and American flag.

4 Military Money Moves for a Government Shutdown

Monday September 29, 2025

“Government shutdown.” For military families, those two words aren’t just part of the news cycle or debates on Capitol Hill. They represent delayed paychecks, sleepless nights, and the uncertainty of …

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