Blog
When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreAI and the New Face of Fraud: How to Protect Your Identity and Finances in 2026
Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...
Read More2025 in Review and What You Should Know
As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.2025 was a year marked by...
Read MoreMaking Sense of HSAs and FSAs
Making Sense of HSAs and FSAs With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade,...
Read MoreShow All
What the Big Beautiful Tax Bill Means for Investors
What the "One Big Beautiful Bill" Means for Investors
Read MoreMonthly Market Update for May 2025
Monthly Market Update for May 2025: A Positive Month Despite U.S. Debt Downgrade June 6, 2025 Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of...
Read MoreU.S Trade Progress with China
Special Update: What U.S.-China Trade Progress Means for Investors May 13, 2025 The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement,...
Read MoreLessons from Warren Buffet
Lessons from Warren Buffett for Today’s Market May 13, 2025 Greg Segal, CSRIC® Partner A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no...
Read More