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The Nation’s Credit Rating Was Downgraded - What This Means For You

Concerned that the U.S. credit rating was downgraded? Read to see why this isn't likely to have a long-term effect on the markets.

Important Updates on Student Loan Forgiveness and 529 Savings Rules

September 2, 2023 Balancing Act Years College Planning Financial Planning By Advisor Leisl Cording

Have federal student loans? Here's what you need to know about recent changes regarding Student Loan Forgiveness and 529 Savings Rules.

Navigating the Ripple Effect: Federal Interest Rate Hikes and the Stock Market

September 1, 2023 Balancing Act Years Investing Financial Planning By Advisor Laurence Hale

Discover the potential impact of recent Federal Reserve interest rate hikes on your investment portfolio and retirement accounts.

In Honor of Labor Day, 5 Ways to Better Your Work-Life Balance

August 23, 2023 Balancing Act Years Financial Planning By Advisor Holly Wanegar

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these 5 tips.

Why Everyone Needs an Inheritance Strategy

August 2, 2023 Balancing Act Years Estate Planning Financial Planning By Advisor Jim Zahansky Inheritance

Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.

6 Ways to Overcome Market Psychology

June 26, 2023 Investing Financial Planning Financial Literacy By Advisor Leisl Cording

Market psychology can be tricky to navigate, but you can keep it from affecting you. These six tips can help you to work around these financial market cycles.

Worried About Your 401k and Other Investments? Learning About Systemic Risk Can Help

June 22, 2023 Balancing Act Years Next Chapter Years Investing Financial Planning By Advisor Laurence Hale

Are your investments aligned with your risk tolerance? Learn more about systemic risk and how it might change your behavior as an investor.

8 Step Summer Financial Checkup

June 21, 2023 Investing Financial Planning Budgeting By Advisor Holly Wanegar

If you find yourself with a bit of extra time on your hands in the upcoming months, use these 8 steps to check in on your finances.

4 Essential Financial Tips for Millennial Entrepreneurs

June 3, 2023 Balancing Act Years Financial Planning By Advisor Mike Baum

As a millennial entrepreneur, it's essential to develop good financial habits to set yourself up for long-term success. Here are four tips.

Financial Planning Considerations for Unmarried Gay and Lesbian Couples

May 31, 2023 Balancing Act Years Financial Planning By Advisor Leisl Cording

With proper planning and guidance, unmarried gay and lesbian couples can create a strong financial plan and secured future for themselves, and for each other. Here are some of the major things to do and to consider.