Latest News

How Will COVID-19 Impact Market Outlook? April 8, 2020

Read More

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Small Business Relief March 30, 2020

Read More

A Letter From Jennifer March 30, 2020

Read More

Coronavirus March 16, 2020

Read More

Pay Yourself First February 19, 2020

Read More

The 5 Basics of Financial Literacy January 10, 2020

Read More

Holiday Shopping and Information Security December 2, 2019

Read More

2019 Giving Trees are Here! December 2, 2019

Read More

Thanksgiving Tips & Tricks November 5, 2019

Read More

Legacy Planning

Happy three generation family sharing a mealtime together

A common misconception about legacy planning is that only the very wealthy leave legacies. But nothing could be further from the truth. That’s because your legacy is about far more than the money or assets you leave to loved ones or the organizations you support. It’s also about the family history, values and traditions you […]

3 Big Social Security Changes to Expect in 2018

Should retirees be expecting a hefty raise or a pay cut in 2018? by Sean Williams Mar 4, 2017 at 6:43AM The 2018 Social Security changes were announced in mid-October. You can read all about the big changes here. Please note that the Social Security Administration lowered the maximum taxable earnings cap to $128,400 in […]