Preventing Over-indebtedness

Before the COVID-19 pandemic, a large portion of the country was struggling with debt and many estimate that one in…

Planning for Financial Literacy

As we wave goodbye to tax season and usher in spring, our thoughts and conversations with clients begin to include…

Who is Alexandra Armstrong?

This is supposed to be a short essay on Alexandra Armstrong – a little recap of her climb up from…

Year End Planning for 2021

It is that time of the year again – crisp fall air and holidays approaching – which is also time…

Saving vs Investing

It’s a common misconception that saving and investing are one and the same. They are both key concepts to creating…