News & Insights

Shocked Young Woman Checking Grocery Bills In Kitchen

Hosting for the Holidays…without Going Broke

Thursday November 02, 2023

The holiday season can be a magical time of year filled with warmth, laughter, and, of course, holiday gatherings. If you’re a brave soul hosting this year, those holiday meals …

Teacher giving a lesson to nursery students.

Dependent Care Costs? DCFSA May Help!

Thursday October 19, 2023

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 …

Bitcoin golden coin and pair of plastic pumpkin baskets for trick and treat.

Crypto: Trick? Or Treat?

Friday October 13, 2023

Gather ‘round my spooktacular thrill-seekers! It’s time for a ghastly adventure into the mysterious world of cryptocurrencies! Should you pry open the creaky door to the crypt of crypto? Or …

Astronaut on a foreign planet in front of spacetime portal light.

A Time Traveler’s Guide to Retirement

Wednesday October 04, 2023

Over the years, we’ve all learned some valuable lessons from watching sci-fi movies, but none as important as the sacred rule of time travel: never alter a single thing when …

Stressed Mother With Two Young Children At Baby Group

All He Got Was a Quote! The Importance of Life Insurance

Thursday September 07, 2023

As a financial advisor of 30 years, I’ve spent a lifetime talking to military and civilian families about financial planning, investments, and securing their future.  Most days ended with a …

Couple preparing to pay bills

Mind Your Money

Thursday August 24, 2023

Like all of us, I’ve experienced financial challenges over the years. Even being a financial planner doesn’t make you immune to money problems. I know from first-hand experience that managing …

three teenagers at school building

Back-to-School on a Budget: Schooling Your Teens

Friday August 18, 2023

Want to feel old? Go back-to-school shopping with your teen like I recently did. You’ll learn the latest fashion trends, hairstyles, and lingo to make the upcoming school year a …

Service member and spouse outside of a house with a

Housing Options for Your Next PCS

Monday April 10, 2023

The moment you receive PCS orders, a million to-dos come to mind, and one of the first orders of business is to find your next home. That can be easier …

woman with broken down car

Everyone Needs an Emergency Fund

Monday April 10, 2023

Murphy’s Law – Anything that can go wrong will go wrong. I’m the spouse of a retired Service member, and while I miss many things about military life, I don’t …

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