What 2020 Taught Us – Expect the Unexpected

What 2020 Taught Us – Expect the Unexpected

A black swan year for the markets and the world! If 2020 taught us anything, it is to expect the unexpected. Proper emergency funds and risk management held some afloat during a tumultuous year. As we put behind us one of the weirdest and most harrowing years in...
What’s Your Story? Understanding Your Money Mindset

What’s Your Story? Understanding Your Money Mindset

Think back to your earliest memories of money. Were you given an allowance to spend? Do you remember your parents fighting over money? Did your family love to shop? Did it seem like your family had a hard time making ends meet? Were you surrounded by extravagant...
5 Smart Gifting Strategies

5 Smart Gifting Strategies

Giving is a heart-centered practice. Please give to an organization that aligns with your heart. Even if it’s just a little, it can have a big impact. Below is a list of organizations that need your support and that align with current community challenges. YWCA...