Preparing for Back to School: Leveraging Flexible Spending Accounts for Childcare
As the back-to-school season approaches, parents find themselves amidst a flurry of activities and expenses. From school supplies and new clothes to extracurricular fees and childcare arrangements, the costs can quickly add up. One of the most effective ways to manage these expenses and maximize your savings is through a Flexible Spending Account (FSA) for […]
Spring Cleaning Your Financial Safe: A Guide to Decluttering Your Important Documents
As flowers bloom and the days grow longer, spring brings a sense of renewal and a perfect opportunity to spring clean your home. And what about your financial wellness? This season, extend your spring-cleaning efforts to include the essential documents and valuables in your safe. As always, we recommend consulting with your team of experts: […]
Setting Resolutions for (Financial) Success
The start of a new year feels refreshing, invigorating, and often times optimistic. It is a chance to begin again. We have a culture of creating “New Year’s Resolutions,” yet many of us find failure shortly into our attempts. Studies show that by February, 80% of New Year’s Resolutions have been abandoned.1 Don’t be disheartened! […]
Meet our new team member – Nicole Squires
“You can do hard things.” Someone once said this quote to me, and it has changed my perspective on strength and adaptability. Since childhood, I have always been the over-achieving type. I joined clubs, participated in sports teams, volunteered, and pushed myself academically. I graduated college with double bachelor’s degrees and started working in management […]