Unlocking Success in 2024: Start or Finish?

Happy New Year! As we embark on this fresh chapter, consider this: in some areas of life, value is unlocked by starting, while in others, it’s found in the finish. What’s your focus for 2024? Whether you need to kickstart new financial habits or follow...

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...