Strong Coffee, Stronger women
Happy National Coffee Day! ☕️
Take a look at Ophelia enjoying some lunch on this beautiful Wednesday!
It’s National Voter Registration Day! Make sure you are registered! #2020
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
BEWARE!!! Don’t get PHISHED!!!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Happy Bosses Day 2020 to this awesome leader we get to call ours!
Xo- Katie and Pippy❤️
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Our hearts are full of gratitude for all who have served. Please do not hesitate to reach out to our office to make sure you are maximizing your benefits as a veteran. We cannot thank you enough for all your service.❤️🤍💙
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Go out and Vote if you haven’t already!!
2020: Thank you for your lessons.
2021: We are ready for you with our new calendars!!😬
Happy Groundhog Day!
Pennsylvania's most famous groundhog emerged from the snow and saw his shadow, declaring there would be six more weeks of winter.... ❄️⛄️❄️
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Happy Friday everyone!! 🤗🤗
Get the personalized advice you need to envision and build a confident financial future.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Happy Dr. Martin Luther King day!
