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11 Workplace Benefits Employees Want In 2023

2023 is in full swing; however, many financial struggles from 2022 are still prominent in our minds. From rising gas prices to grocery prices, people...

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Have You Finalized Your Estate Plan & Paperwork?

Do you have a will, advance directives, or other estate planning documents in order? Time to take care of this...

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Investing for Sometime Before Retirement? …POSSIBLE.

Lisa Whitley — I actually don’t believe that the most common investing question is “How do I invest for retirement?”...

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⚠️ Student Loan Forbearance Update

On Tuesday March 30, 2021, the Department of Education announced additional protections for some student loan borrowers. Before we dig...

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Have You Taken Advantage of Opportunities to Refinance?

Lisa Whitley —  From the “Silver Linings” file cabinet, you have undoubtedly noticed that as the economy takes a downward...

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Dear ‘Convenience’ Credit Card User…

Lisa Whitley — You have heard it before, and so forgive me for repeating the point: When you pay with...

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Are You and Your ‘Dependents’ Ready for Tax Season?

Lisa Whitley — Tax season is here and so thoughts turn to...dependents. (Presumably, you are always thinking about your beloved...

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The 2021 Stimulus & Your Future

Kristen Ahlenius — The third round of stimulus either hit your bank account this weekend, will deposit sometime this week,...

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2021 Proposed Stimulus Update

Damian Dunn — Author's Note: As of this writing, the American Rescue Plan Act had yet to be signed into...

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Money Milestones of Women in America

Gayle Evezich — March is Women’s History Month so it’s a perfect time to write about women and money. There’s...

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