News

24
Oct

How AI is Making Financial Fraud Harder to Spot

As we continue to navigate the digital era, the technological advancements of Artificial Intelligence (AI) have impacted many industries, most notably finance and banking.

29
Nov

5 Tips to Get the Most Out of Your Yearly Financial Review

No matter your age or stage of life, it’s essential to conduct a yearly financial review with your financial professional. A financial review will allow you to take a close look at your finances, assess the success of various strategies, and determine whether you need to make any changes.

21
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

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7
Jun

Sizzlin’ Summer Series: PART 2

Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4

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13
May

Sizzlin’ Summer Series: PART 1

Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,

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10
Apr

April is Financial Literacy Month

April is Financial Literacy Month Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make

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26
Mar

3 Tips to Spring Clean Your Finances

3 Tips to Spring Clean Your Finances With the official start the Spring being March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house and cleaning the

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1
Feb

Your 2019 Financial Calendar

Your 2019 Financial Calendar There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays, to appointments and birthdays, a lot can happen and even more can be forgotten. To help you worry about less and focus on more; here’s 5 important dates you should remember when it comes to planning your financial journey: April 15th

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8
Jan

Financial Resolutions for 2019

Financial Resolutions for 2019 The holidays are in the rearview and the New Year is just over the horizon. As everyone starts the New Year off with positive changes and new annual goals, make sure your finances are one of them! Don’t let your financial dreams fall out of reach by checking out these 4 financial changes you should promise

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