Wrap it up right`

We’re in the final stretch of 2023, and if you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect.Reflecting on financial behavior at the end of a year can be especially illuminating. What obstacles did you face this...

The best way to spread holiday cheer …

‘Tis the season! And with it comes the age-old quandary: what do we give our loved ones? While traditional gifts such as toys and games, gift cards, and vacations are popular choices, consider giving a financial-related present. It could be the best gift of all,...

Can you keep a secret?

We all love a good secret. And this time of year is chock full of them. Whether it’s wondering who’s on Santa’s nice list, to choosing the perfect gift for a loved one and brimming with anticipation while you wait to see their face light up as they open it, that...

How much is enough? Just a little bit more

You may wonder, how much money would pave the way to your true happiness? Is there a dollar amount that comes to mind? A recent survey questioned nearly 2,000 individuals on precisely this matter. The results, published in the Wall Street Journal article below, were...

Finding Grace in Gratitude

With Thanksgiving approaching, it’s as good a time as any to be thinking about how to show gratitude to the significant people in your life and for what you have managed to achieve. But what is gratitude? The word comes from the Latin gratia, from which we also get...