Financial Insights Blog

It is hard to comprehend all the meanings and emotions tied to the two simple words “worth it.” Worth comes in many different flavors–it may be...

Thanks to our tax system, most people remember receiving their first paycheck and experiencing the shock that the amount is different than expected....

A Bear Market is defined as a 20% drop in market value from the peak. The S&P 500 has hovered around this threshold for several days and weeks. For...

In the news and at the grocery store, you can’t help but notice how inflation has been off the charts during 2022. According to the U.S. Bureau of...

“Life’s too short to only learn from your own mistakes. So learn from others.” Regardless of where this quote originated (it is most accredited to...

Similar to Socially Responsible Investing (SRI) with stocks and bonds, buying an electric car can be considered a socially responsible investment...

This article outlines some of the obligations and responsibilities of a personal representative who is working through administering a decedent’s...

While not always a popular topic in households, discussing finances plays an essential role in almost every decision we make. Readily planning for...

Market Insight - March 2022 At least in some respects, it hasn’t been a very happy new year thus far. A new variant of COVID-19 blazed through the...

In the book Choose Joy, written by the Certified Retirement Coach and Life Coach, Babs Plunkett, she outlines three fundamental keys to investing...