Retirement Planning for Millennials

6 Habits of Financially Savvy Parents

A Beginner’s Guide to Budgeting

Do you struggle to know where your money goes each month? This helpful guide provides easy, step-by-step instructions for creating and following a budget. Download our complimentary guide, “A Beginner’s Guide to Budgeting” to take the mystery out of managing your money!

What’s Going On with Interest Rates?

Interest rates have been a hot topic of conversation for the last few years and you may have heard that at the last Federal Reserve (Fed) meeting, they decided not to raise interest rates again. There is a lot of noise out there, so let’s break it down for you.

Identity Theft: What You Need to Know

Question Of The Quarter: Are we optimistic about the market?

Alana Macy CFP®️️️, MBA Wealth Advisor We’ve been on a wild ride the last 3 years, with increased market volatility, a global pandemic, a housing boom, political turmoil and rising inflation. If you didn’t know, we have actually been out of a bear market for 8 months now. The market bottome …

How to Recognize & Prevent Identity Theft

Alana Macy CFP®️️, MBA Wealth Advisor Identity theft is the fastest growing crime in the United States and, on average, there are 7 million identity theft incidents per year. If you are over age 65, you are most at risk of having your identity stolen. The world is changing, thieves are gett …

CPR Segment- How to Get Started with Financial Planning

Guide to Discussing Finances with your Partner

Talking openly and honestly with your partner about finances can help deepen your connection and get you both on the same page. This guide features a series of prompts and questions to get a conversation started about you and your partner’s money habits, beliefs and fears.

College Savings Tactics for the Savvy Investor

Watch Wealth Advisor Alana Macy, CFP®️, MBA’s insightful webinar “College Savings Tactics for the Savvy Investor,” now available on-demand. Get solid information on the cost to attend college, college saving options, 529 Plans, family conversations around college and more. Inter …

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