Blog
September Reset: How it Applies to Your Financial Wellbeing
Many have heard of the September Reset when it comes to general wellness and health— that time to refresh your fitness routine as you come out of an indulgent summer, as well as refocus and re-align your goals. Many people use it to get organized around their home,...
Hoping to Achieve Financial Freedom? These are 10 Habits You Should Have to Help You
Achieving financial freedom is a goal that many of us desire, but some might believe is too far away to reach. It's a daunting task, especially when bills pile up, cost of living increases, and we bury ourselves in debt. Because life happens, it's hard to see past all...
Celebrating Older Americans Month: Powered by Connection
May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Established in 1963 and celebrated every May, older Americans Month (OAM) is led by a federal agency, the Administration for...
7 Ideas for Celebrating Financial Literacy Month
April is recognized as Financial Literacy Month, aiming to promote financial education and awareness among individuals. Reflecting on one's financial habits and learning ways to improve them is crucial. In today's world, where financial stability is vital, celebrating...
Earth Day: A Focus on Sustainable and Ethical Investing
Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment. While this day typically focuses on reducing plastic waste and conserving energy, it is also an opportune time to discuss sustainable and ethical...
7 Steps to Help You Plan for Retirement
Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today's pre-retirees may need a more detailed...