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  • Why beneficiaries are an important piece of the financial planning puzzle

    June 06, 2022 | Family

    Financial and legacy planning involves some tough questions. Nobody wants to think about what is going to happen after they have passed and it may feel like an insurmountable challenge.

  • Ins and Outs of Pet Insurance

    January 31, 2022 | Family

    Pet insurance might be a good idea if you simply want peace of mind. That way, you know that if your pet experiences an unfortunate health issue, the bills won’t crush your budget. Importantly, pet insurance doesn’t cover everything. Even with coverage, you’ll still have to pay for a variety of items. Here’s what you need to know.

  • What you need to know about the 2021 child tax credit

    July 08, 2021 | Family

    More than 36 million eligible American families are expected to receive monthly child tax credit payments slated to start on July 15.

  • Teach It

    June 08, 2021 | Family

    The results are in: teaching kids early financial education pays off in smart money decisions down the line. In one study, from the National Endowment for Financial Education, kids who participated in financial education courses made better choices when it came to paying for college.

  • Your Parents and Their Money

    March 12, 2021 | Family

    Talking about money is rarely easy, yet given the state of the world right now it’s completely necessary. And when it comes to getting a better handle on how to discuss finances and financial plans with your elderly parents, it’s often better to start those conversations much sooner than you think you should.

  • Holiday Entertaining Tips

    December 18, 2020 | Family

    One of the best things about the Holidays is time spent together. Not so easy to do during a pandemic.

    So how do you stay safe, but still stay engaged?

    Let’s take it virtual!

  • ‘Tis the season for financially-focused gifts

    December 11, 2020 | Family

    Here are six fabulous money-savvy ideas for everyone on your list.

    It may seem simple, but sharing financial lessons in fun ways with your family and friends can help lead to a lifetime of better money habits by those you care for the most. With nearly everyone feeling some impact from the COVID-19 global pandemic, the upcoming 2020 holiday season is a perfect time to introduce children and adults alike to gifts that can help them become more financially savvy.

  • Holiday Shopping Tips During a Pandemic

    November 17, 2020 | Family

    The pandemic has changed many things this year, none more so than in-person shopping. The holidays are here and this may not be the year to leave everything till last minute.

  • Life Insurance for kids? Is it needed?

    October 14, 2020 | Family

    The pandemic has changed life dramatically. One idea that might be popping into your head that never did before? Buying life insurance for your kids. If that thought has grown into something you want to explore, here are some things you should know.

  • Winter Activities on a Budget

    February 13, 2020 | Family

    New England winters are not for the faint of heart. Freezing temperatures and lots of snow can make staying inside and bundling up seem like the only option - especially when you are on a budget. However, if the idea of being stuck at home all winter makes you go stir crazy, we’ve got you covered. Here are some of our favorite winter activities that don’t break the bank:

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