Tax time is here! It’s hard to believe we are a third of the way through the year, but I am grateful for what’s to come this spring. We get to look forward to longer […]
One of the common questions our team gets from parents with children is, “How can we set up our child for financial success?” While there are a few different tools available to help benefit your […]
This year I will be getting married to my best friend. With all the excitement that comes with wedding planning, we’re making it a priority to communicate with each other and have open and honest […]
As a small business owner, you wear a lot of hats. From marketing, sales, CFO, and human resources, the responsibilities seem to be endless. One aspect of owning a small business that I’ve found is […]
In both personal finance and fitness, achieving long-term success often hinges on the same fundamental principles: consistency, discipline, and a commitment to steady progress. Just as physical fitness is built through regular exercise and mindful […]
For a little over a year now, I have been sharing with you articles through SOKY Happenings magazine. My goal when writing an article is to provide you with practical and actionable advice for your […]
We live in a world where we are spending more time online than we ever have in the past. We spend time socially, shopping, and even banking online. With an increase in online presence, there […]
Dating back to 1998, Roth IRAs have been around for over 25 years. Although this type of retirement account has been around for a while, it is still as beneficial as it was when it […]
April represents Financial Literacy Month in the United States. Financial literacy covers various aspects of personal finance. It encompasses knowledge on topics like spending, saving, investing, borrowing, and protecting money. By learning the skills of […]
As you leave winter behind, you get to look forward to warmer and longer days ahead. With spring approaching, you’re probably thinking of ways you can declutter around the house and get ready for the […]
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