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What Is a Fiduciary?

Posted by Jay Hutchins on Jun 25, 2024 11:11:10 AM
J argon is wonderful when it applies to your profession but is not so enduring when it applies to someone else s. I am surrounded in my family by medical professionals and engineers. So, one can only imagine the conversations around my house flying over the head of a financial planner. However, my industry jargon can confuse   clients of financial services. In this blog , I will shed some light on a significant word that gets used quite often but re mains shrouded in mystery for some: fiduciary.
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Topics: fiduciary

7 Habits for Healthy Spending

Posted by Clara Moses on May 28, 2024 8:30:00 AM

Does managing your finances ever feel like navigating a maze blindfolded? With temptations at every turn and endless options vying for our attention, it's easy to lose sight of our long-term financial well-being and make snap decisions. But fear not! By adopting a few simple habits, you can become a smart spender, enjoying the present moment while paving the way to a healthy financial future. Here are seven to get you started! 

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Topics: financial planning, budgeting

Navigating Tax Season: Tips for Stress-Free Success

Posted by Clara Moses on Apr 4, 2024 2:50:02 PM

Does the ritual of gathering documents and navigating the complex maze of tax laws stress you out every year? You’re not alone. If you want to avoid tax season anxiety, careful planning is the best way to do so. This blog outlines multiple tips and strategies to help you streamline your process, confidently tackle tax season, and achieve peace of mind. 

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Topics: taxes

How to Keep Your Financial Resolutions

Posted by Clara Moses on Mar 4, 2024 4:39:24 PM

Do you remember those resolutions you made just a couple of months ago? It’s okay if you answered “no.” An estimated 80% of people fail to keep their New Year’s resolutions by February. If you’re one of the rare few who have been keeping up with yours until now, that’s very impressive. The majority break theirs within just a matter of days. 

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Topics: saving, debt management, budgeting

Protect Yourself From Phishing Scams

Posted by Jay Hutchins on Jan 31, 2024 8:02:55 PM

Over time, we have all become generally smarter about identifying and avoiding cyber threats. Unfortunately, scammers and hackers have become more creative with their deceptive techniques in response to society's increasing awareness of their activities. Therefore, it is important to still take cybersecurity issues seriously. You must diligently review communications and look for telltale signs of fraud. Keep reading to learn how to recognize these early on!

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Year-End Charitable Giving

Posted by Clara Moses on Dec 21, 2023 10:22:21 AM

Year-end giving, or “Giving Season,” refers to the last two months of the year when the amount of incoming charitable donations dramatically increases. Overall, 31% of yearly charitable giving happens in December. Here are some other related facts you may not be aware of yet:

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Topics: charitable giving

How to Manage Money in Your 20s

Posted by Clara Moses on Nov 6, 2023 11:17:05 AM

Do you have a hard time discussing finances? You’re not alone. This topic has historically been somewhat taboo and even though Gen Z has already significantly shifted societal conversations to be more open, for some reason many people of all generations still struggle to speak up about money.

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Topics: investing, debt management, budgeting

Self-Driving Vehicles Timetable

Posted by Jay Hutchins on Oct 10, 2023 1:42:00 PM

There has been a lot of hype about self-driving cars. But when, realistically, can we expect to be driven to our destination by a vehicle that has no steering wheel, gas pedal, or seat specifically designated for a driver? In 2021, self-driving cabs hit the roads in select test cities. Companies like Waymo, Tesla, and Uber have been actively involved in autonomous taxi development, but this service is still not commonly available in most places. 

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Retirement Planning: The Pros & Cons of Downsizing

Posted by Clara Moses on Aug 24, 2023 6:01:32 PM

There are all kinds of “rules for retirement” out there, but who’s setting them and why should you feel like you must follow them? A common piece of advice given to people on the verge of retirement is to downsize your home. While it’s true that this move can reduce your cost of living in several ways, that’s not the only factor to take into consideration. Here are some of the pros and cons of downsizing for retirement that you can use to inform your decision.

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Topics: retirement

Bonds in a Rising Interest Rate Environment

Posted by Jay Hutchins on Jun 30, 2023 3:00:00 PM

Bonds are commonly considered poor investments when rates are on the rise. But is that really a fair assessment? This blog will address misconceptions about bonds. 

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Topics: rate of return, investing

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