Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
In 2025, Gen Xers are currently between the ages of 45 and 60. As a Gen X myself, part of me still feels...
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How the Fed Affects Mortgage Rates
The Federal Reserve raised rates 11 times total between 2022-2023, and the first rate cut has been long anticipated as we’ve waited to...
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Stock Market Volatility Has Returned, in a Big Way
The past week has been a stark reminder on why being an investor can be so hard. In the last week the S&P...
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Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Welcome to 2024 (Part 1)
Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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Lifting the Hood on Stock Market Returns of 2023
If you’ve listened to any of the Novice and The Nerd podcasts this summer you’ve probably heard about Laura’s trials and tribulations with...
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Bank CDs vs Brokerage CDs
With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
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