Markets and Did You Know?
Markets Happy May! We’re getting closer to the halfway mark of the year – and what a rollercoaster the first four months have been. One thing we can say for sure:…
Markets and Lifestyle Creep
Happy March. We are already past the first quarter of the year and what a year it has been. Trump continues to make bold statements and threats, while the DOGE keeps claiming they have found widespread corruption and fund mismanagement in the various state departments.
Tax Season│Trump and Markets│Child Education
Welcome to the month of love, the months are flying by and life is in full swing again. February is unfortunately the month where most people stop pursuing their goals…
New Year, New Goals │ Key Changes in 2025 │ Financial Wellness Check-Up
Happy New Year and welcome back, I hope and pray that you had a wonderful festive season and that 2025 will be your best year yet. January is already half-way…