New Face, Familiar Values: Meet Kennedy Grams
We’re thrilled to welcome Kennedy Grams as the newest addition to our team. Kennedy’s journey into financial services began in the dental field, where she managed a fast-paced office and handled daily financial operations. That experience sparked a keen interest in financial planning and money management. She later pursued a career in education, motivated by […]
A Financial Game Plan for Newlyweds
John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists to something just as important: their financial future. Here’s a quick and practical checklist for any newlyweds ready to get […]
Avoiding Common Financial Mistakes in Retirement
Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor. However, for some, this dream can turn into a financial nightmare due to poor money management. While every retiree’s situation is unique, several common mistakes can derail even the most carefully laid plans. Avoiding these […]