A Primer on Tariffs
Tariffs have been in the news every day in the last few months. I thought it would be useful to review tariffs, how they work, and how they might impact the economy, interest rates, and consumers. Tariffs are taxes that…
We want you to know
Are You Avoiding Trouble?
Writing checks can be riskier than you think.
Cash Back vs Points
Which credit card reward options is best for your personal spending habits?
A Different Kind of Date Night
A great way to get on the same page with your spouse about finances.
Microplastics: What You Need to Know
A few simple ideas to reduce your exposure to microplastics.
Presidents vs. the Stock Market
A change in administration doesn’t mean the rules have changed with financial markets.
Avoiding Common Scam Tactics
Protect yourself by identifying these three red flags.
New PlanFirst! “My Plan” Feature
Exploring an enhanced version of the Goals section with a new name and new features.
TED Talks: Free Wisdom in Short Bites
Have you heard any “ideas worth spreading” lately?
What is Your Implementation Plan?
Now that the calendar has turned to 2025, are you celebrating the successful completion of your goals from last year? If the answer is “yes,” then bravo and kudos to you! Unfortunately, if you are like most people, you may…