Keeping you informed

With the beginning of Spring comes a promise of not only better weather, but also renewal. It’s a time to get outside and do some gardening and clean-up from whatever winter left behind. For us gardeners, we know we must tend to the soil and garden beds in the early days of spring to get ready for seasonal planting. This means removing weeds and possibly adding some type of fertilizer to encourage new growth. The same “gardening” process can be used to improve our financial fitness and satisfaction with where we are at in reaching our financial goals. We can learn bad habits throughout the year and some pruning may be needed, or perhaps a change in strategy is warranted.

It seems like AI can do everything these days, from passing complex exams to telling jokes! But can it help you plan for your retirement? Learn more about whether or not AI is replacing financial advisors and how you can use AI to aid in your financial planning journey.

The tax season is officially here. If you haven't already, now is the time to get prepared.

Retirement looks different for women than it does for men and because of that, it’s important to understand how we can help more women retire comfortably. Let’s celebrate women in retirement this Women’s History Month!

If you're tired of winter's icy chill, you're not alone. Here's how to make seasonal living work for you.

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.