At the top of your list

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list....

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...