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Be Well With Money

If we are not well with money, everything from relationships to our work is affected. What does it mean to be “well” with money? We know what it means to be well with our bodies, our minds, our hearts and our souls. I can remember my papa singing the old hymn “It Is...

Student Loan Cancellation Plan – What You Need To Know

In case you hadn’t seen the news, the Biden Administration announced a student loan cancellation plan and also continued the pause on federal student loan repayments, interest and collections through December 31, 2022. Read on to gain insights from our team about how...

Market Commentary May 2022

  Stock and bond markets have been volatile recently.  Since early April, stock prices have steadily moved lower in response to a changing and uncertain investment environment.  Over the last several days we have seen large swings both up and down.  This is...

Tips For Talking With Kids About Money

Once a child is three, they are ready to start learning financial literacy concepts, according to Jamie Bosse, CFP®, CFC, CCRC. Bosse was recently interviewed by Steve Kraske on KCUR’s Up To Date during Financial Literacy Month. She believes it’s never too...