Takeaways from Stop, Spot, Secure

Missed Our “Spot, Stop, Secure” Webinar?
We’ve compiled a recap of the key fraud and scam prevention strategies discussed during the session. Learn how scammers are using AI, phishing, and impersonation schemes and what you can do to stay protected.

A Newlywed Guide

A Newlywed Guide Building Your Future Together Marriage is an exciting new chapter, and it is the perfect time to align your financial lives. Our Newlywed Guide walks you through […]

[Cup of Joe] Lessons To Remember from this Unique Year

Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.

Untangling Life Insurance in Divorce

Divorce is one of life’s most challenging transitions, and it often brings a host of financial considerations that extend beyond property division and custody agreements. One area that is sometimes overlooked, but critically important, is life insurance. Whether you are the policyholder, the insured, or the beneficiary, divorce can dramatically alter the role life insurance plays in your financial plan.

A Fresh Look at 529 Plans

529 plans remain one of the most effective ways to prepare for education expenses while supporting long-term financial goals. In this video, Eric Ashburn, CFP®, CEPA®, CDFA® shares an updated look at how these accounts work and the unique advantages they provide.

[Cup of Joe] Timing the Market vs Time In the Market

Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.

5 Ways to Navigate Divorce and Back-to-School Season With Confidence

As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through a divorce, this “back-to-school” season may feel anything but routine. It might mark the first time you’re managing drop-offs and homework alone. Or the first time your children spend part of the week somewhere else.

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