Recent Financial Articles

Demystifying stocks

Demystifying Stocks: What It’s All About and How to Get Started

Investing through stocks, as complex as it can seem, doesn't have to be intimidating. In fact, building your investments through stocks comes with incredible potential. Deb Moon, ABFPTM, ADPATM, Financial Advisor, Edward Jones, told us more. Before you begin investing...

Retirement

Uncertain Times Call for a Flexible Retirement Plan

Economic uncertainties are nothing new, but that doesn't mean you shouldn't consider fresh approaches to your retirement plan. According to Laura Corbiani, CFP®, Founder & Lead Financial Planner, Astraea Wealth Management, LLC, we can never truly know what the...

Financial

10 Financial Goals for the New Year

Keep these 10 financial goals in mind as you embark on a new year. 1. Create Your Own Financial Goals What do you want to achieve financially this year? How about over the next five years? Maybe you want to save for a vacation, pay off a loan, start saving for...

Making the Most of Your Financial Institution

Making the Most of Your Financial Institution

Navigating finances can be intimidating for plenty of folks, and understandably so. From terms you may not be familiar with to making an informed decision about which route is best to take with your investments, it's a lot to handle. Thankfully, many financial...

Inflation-Proofing Your Investments

Inflation-Proofing Your Investments

Inflation has been on the minds of many for quite some time now, and it's not hard to understand why. Whether it's a grocery bill, interest rates or otherwise, most people are feeling the effects of inflation in some shape or form. The good news? There are some steps...

Look to Achieve Financial Wellness

Look to Achieve Financial Wellness

Your financial health can also impact overall health. When we think about mental and physical wellness, we may consider the obvious: nutrition, exercise and stress management. But the health of our finances can play a surprisingly large role in our overall...

Having ‘That’ Conversation: Wills, Trusts & Estate Planning

Having ‘That’ Conversation: Wills, Trusts & Estate Planning

Some common topics that come up during family discussions—like where to plan your next family vacation, memories from childhood or deciding who will host the next family dinner night—are typically light and breezy. On the flip side, however, conversations surrounding...