800-493-6226 [email protected]

Inflation: Transitory, Sustained, or Runaway?

The buzz word of the year in the financial industry has without a doubt been “transitory.” This is the label that Federal Reserve Chairman, Jerome Powell, Treasury Secretary, Janet Yellen, and many leading economists have placed upon the recent surge in inflationary pressure sweeping across the country.

Marriage and Money

Historically, June has been the most popular month for weddings. Marriage brings change to a couple’s financial situation that can affect all aspects of their life together.

Is Your Current Budget Working For You?

With the tax filing deadline around the corner, many individuals might be wondering what they are going to spend their refund on. A more important question might be, “How much can I save?” With the COVID-19 pandemic continuing on, many companies have had to lay off or furlough employees with countless more experiencing reduced hours. While it might seem like a good time to splurge, we learned in 2020 that you can never be too prepared for the future.

Tax Filing Need-to-Knows for 2020

Have you filed your 2020 taxes yet? We know it can be overwhelming doing your taxes in general and with 2020 being the year of the pandemic, there are even more questions surrounding this year’s tax season and Tax Day.

Should You Consult a Financial Advisor Before Buying a Home?

March is the peak season for house listings, which means that you, as a buyer, might be thinking about what your next step is for your living situation. This big decision could likely impact your life for years to come. It may warrant the question, “Should I consult a financial advisor before buying a home?”