Financial Education Center

Are You Ready to File Your Taxes? Here Are Some Tips to Help You Prepare!

Have you filed your taxes yet? The tax season officially started on January 29, 2024, when the Internal Revenue Service (IRS) started accepting and processing returns. Before you submit your 2023 tax return, however, there are some things you’ll need to think about first.

If Rates Go Down, Is Cash Still King?

It’s no secret that we’ve been in an upward trajectory for both inflationary prices and interest rates. A complex question asked by most consumers is, “Is the Fed done raising rates?” And, if they’re done raising rates and decide to lower them, “How will this rate reduction impact my investments and overall wealth building strategy?”

Are CDs a Good Place to Put Money?

If you’re looking for a place to build up emergency savings or lock in higher fixed interest rates for a specific goal, then a Certificate of Deposit (CD) is an ideal choice. Regardless of where you are in your financial journey, it’s wise to set money aside to save for a rainy day or a short-term savings goal.

Building Strong Client Relationships

In the world of wealth management, the foundation of success lies in forging positive client relationships. In this article, we will explore how we as your trusted wealth managers, strive to cultivate and strengthen our client relationships, ultimately leading to long-term, trusted partnerships.

Feeling the Effects of Holiday Spending? It’s Time to Get Back on Track!

Are you feeling the effects of your holiday spending? You’re not alone. In fact, a new study shows that 37% of consumers will spend two or more months paying off debt from the holiday season. With added expenses to account for now, this brings developing a plan to pay off holiday debts and staying current on your other bills to the forefront.

Asset Allocation and the Benefits of Diversification

When discussing investing, there are two basic concepts that will get discussed a great deal and are significant to long term success – diversification and asset allocation. Your asset allocation should balance your financial goals with your emotional needs. If the way your money is invested, makes you uncomfortable, you may need to rethink your investing goals.