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Insurance: How to Protect Your Loved Ones

Insurance: How to Protect Your Loved Ones

In life, sometimes the unexpected happens. Accidents, injury, illness, and sometimes greater tragedies. It’s common that these are things people don’t like to talk about, let alone plan for. But the reality is, if something happens to you, there are financial...
How to Pay for Education

How to Pay for Education

As we find ourselves on the downward slope of summertime, many of us continue on with relatively no change in schedule or duties. We’ve checked off the boxes of family or solo vacation, sunburn, yard work, and complaining about the weather (I’m in Texas and it’s very...
Combating High Inflation with Smart Budgeting

Combating High Inflation with Smart Budgeting

The first half of 2022 has been eventful, to say the least. One of the most notable changes we’ve seen is the surge of inflation to 8.5%*. It’s the highest we’ve seen in over 40 years! While some are saying that this inflation rate is only temporary, we’re all feeling...
Understanding a Employer-Sponsored Benefit Package

Understanding a Employer-Sponsored Benefit Package

As we begin to approach open enrollment season, many of you may be thinking about your benefits package. Oftentimes when employees think about benefits, they only think about the employer-sponsored retirement plan and, PTO/vacation days. Okay, those are important. But...
Keep Your Body In Motion at Work

Keep Your Body In Motion at Work

Did you know there are actions you can perform during the work day to improve your physical health? Only 1 in 3 adults receive the recommended amount of physical activity each week.1 Believe it or not, your physical health impacts not only your mental health, but also...

Spring Financial Goal Checklist

While it may not officially be spring yet, it’s not too early to begin a little “spring cleaning”.  Oftentimes, individuals feel motivated to set goals at certain times of the year, like the New Year, a birthday, a new quarter, or the spring. This “fresh start” effect...