by elizabeth | Mar 25, 2025 | Women & Money
As we near Tax Day for 2025, it’s the time of year when some folks are getting what they may consider a “bonus payday”: a refund from the IRS. Whether it’s a tax refund, a work bonus, or a pay raise, these moments involving an influx of additional money can prompt a...
by elizabeth | Mar 4, 2025 | Money Tips
After a long winter, it’s not difficult, at least not for those of us in colder climates, to envision the seasons that lie ahead. Especially as we get into the late winter, there are signs abounding that these days are on the horizon: the melting snow, more activity...
by elizabeth | Feb 2, 2025 | Women & Money
It’s important to recognize that although we have a long way to go to make financial advice and decision-making more accessible for women, we’ve made quite a few strides in that area in the first quarter of a century. In part due to some incredible advancements in...
by elizabeth | Feb 27, 2024 | Retirement
Getting clear on cash flow is key to feeling confident about money, which is why over 74% of Americans have a monthly budget. Over your career, you’ve probably gotten comfortable setting a sensible budget that keeps you on track. But budgeting in retirement can throw...
by admin | Sep 14, 2022 | Uncategorized
By: Ellis Miller, JD, Advisor You may be thinking, “If businesses are doing so well, why is the stock market down?” That’s a great question! This is a time of confusion. With all the cross currents in the news, our minds are swirling. We don’t know what...
