by Claire Chapin | May 26, 2026 | Financial
How to gift a down payment the smart way. WHY HOME BUYING MAY FEEL HARDER FOR YOUR CHILDREN OR GRANDCHILDREN THAN IT WAS FOR YOU If you feel like your kids are working hard and still finding it increasingly difficult to buy a home, you are not alone. We have many...
by Maggie Mutch | Nov 19, 2025 | Financial
As the 2026 tax season comes around, it’s important (as always) to be prepared. But there are a number of elements to consider when doing so, whether it’s factoring in new tax provisions, implementing organizational strategies, or even the timing of when you file....
by Maggie Mutch | Dec 2, 2024 | Financial
Keep these 10 financial goals in mind as you embark on a new year. 1. Create Your Own Financial GoalsWhat 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...
by Emily | Aug 1, 2023 | Financial
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes,...
by Emily | Jan 23, 2023 | Financial
Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn’t limited to the months between year-end and April 18. In fact, smart tax planning goes beyond deductions and credits and should...
