With graduation season upon us, it's time to celebrate the achievements of our college graduates and support them on their journey into the next phase of their lives.
While cash is often the go-to gift, there are other thoughtful and impactful financial gifts that can help set them up for long-term success. In this newsletter, we'll explore five creative alternatives to cash gifts that can make a lasting difference.
Read MoreOftentimes, the journey matters more than the destination. Working long hours and investing instead of spending can help you achieve your long-term goals, but what about the present moment?
Ask yourself these questions to understand what your money is doing for you:
Read MoreThe Federal Trade Commission found that people lost $8.8 billion to fraud last year, up more than 30% from 2021. Anyone can become a victim of fraud, but learning how scammers work and taking a few preventative actions can help you avoid common scams.
Spread the word and forward these tips to your family and friends
Read MoreAn important part of being married is sitting down together and talking about your finances. Whether you are a newlywed or you know newlyweds who are looking for insights, these tips can help get the conversation started.
Read MoreIf you have missed the April deadline to file your taxes, don't panic — you can easily get back on track.
Here's a quick overview of the potential penalties for filing late and what to do after the deadline to avoid or minimize them. If you know someone who is struggling this tax season, forward this email to share these helpful tips.
Read MoreWhen people decide to add a trust to their estate plan, they're often surprised to find out how many types there are to consider.
So how can you know which is best for you? In truth, there is no one-size-fits-all answer, and each individual's needs are unique.
