Blog posts

Getting Ready for College this Fall: A Wealth Management Perspective

Getting Ready for College this Fall: A Wealth Management Perspective

The transition to college marks a major milestone—not just for students, but for families as a whole. As fall approaches and college move-in dates creep closer, parents are navigating an exciting (and sometimes overwhelming) season of change. Whether your child is heading off for their first year or returning for another semester, there are important financial and logistical steps to take now that can set your family up for a smoother, more confident transition.

3 Key Tax Law Changes You Might Want to Pay Attention To

3 Key Tax Law Changes You Might Want to Pay Attention To

Congress just passed legislation with several tax provisions that could significantly impact your financial planning strategy for 2025 and beyond.

We've identified the three changes our clients are asking about most—and chances are, at least one of them will affect your situation too.

How to Help Your Child Establish a Line of Credit for a Strong Financial Start

How to Help Your Child Establish a Line of Credit for a Strong Financial Start

As parents, one of the most valuable lessons we can pass on to our children is how to manage money wisely. While saving and budgeting are foundational, understanding and building credit is often overlooked — yet it's key to long-term financial success. Helping your child establish a line of credit early (and responsibly) can give them a powerful head start when it comes to qualifying for loans, renting apartments, or even landing certain jobs.

Drowning in Negativity? Here's How to Tune Out the Bad News and Find Your Peace

Drowning in Negativity? Here's How to Tune Out the Bad News and Find Your Peace

Let’s be honest — it’s tough out there. Open any news site, scroll through social media, or even walk past a TV at the gym, and you’ll be hit with a wave of negativity: economic uncertainty, political division, climate disasters, crime reports, social injustice. It's not your imagination — the world feels louder, angrier, and more overwhelming than ever.

How to Have a Great Summer Vacation on a Budget

How to Have a Great Summer Vacation on a Budget

Summer vacation doesn’t have to mean draining your savings or racking up credit card debt. With a little planning and creativity, you can have an amazing, memory-filled summer while staying financially savvy. Whether you’re flying solo, vacationing with friends, or planning a family getaway, these budget-friendly tips will help you make the most of the season — without overspending.