National Make a Will Month: Tips to get your estate plan started
It’s never too soon to start an estate plan. Here are a few tips to help get you started with the will and estate planning process.
Spring cleaning: Tips to help you declutter
With spring upon us, many are feeling inspired to give their homes a facelift with some spring cleaning. While it’s not realistic for our homes to be spotless and showroom-ready 24/7, having healthy cleaning habits is a great way to maintain your home and even...
Rethinking your relationship with money
April is National Financial Literacy Month. During this month, we encourage you to reflect on your relationship with money. In doing so, you may realize how much your upbringing influences the way you perceive and value it. Our childhood experiences greatly impact our...
Tax Season Scams: Phishing and Smishing
As we approach tax season, it is crucial to recognize tax scams used to obtain money, personal and financial information from you. In 2024, the Internal Revenue Service (IRS) released a list of common scams known as the “Dirty Dozen”, highlighting schemes taxpayers...
Recovering from holiday spending
The holiday season can be a financially stressful time for many. During the holidays, many of us spend an excessive amount on gifts, travel, food and more. According to Money Digest, there was a significant increase in holiday spending after the pandemic. Americans...Winter is (sort of) coming: Florida style
Now’s the perfect time to tackle some tasks that will keep your space comfy, cozy and running smoothly as temperatures dip.