Anyone who’s stepped foot in a grocery store in recent months knows that talks of inflation are not hyperbole.

Often, we use this time of year to look forward, setting aspirational goals for our future selves

You’ve set up your initial Prosperity Plan and are trying it on for size. But there’s one piece of a financial plan in particular that tends to get put on the back burner: the estate plan.

All too often, individuals are eager to draw up a financial plan, but after mapping out the basics with a financial advisor, the client files the plan away and it sits — collecting physical (or digital) dust.

It seems like everywhere we turn these days we’re greeted with three letters: ESG. But what is ESG and how has the term taken the investing world by storm?

Woohoo! It’s July. You’ve made it halfway through the year (and what a year it’s been). It may feel strange to think that now is the time to start thinking about next year, but if you want to start getting strategic with your taxes, now is the time to get the ball rolling.

Aaaah, the humble Health Savings Account (HSA). Most of us have one and know the basics of how to use it, but few harness the HSA to its full potential.

We’ve got you covered. We asked our good friend, Kelley Long, CPA/PFS and an expert on HSAs, to bring us up to speed. She shared three of the most important things to know about this underleveraged financial tool.

Let’s start with an all-too-common scenario:

Kelly is READY. They’ve eagerly awaited the day when they can turn in their notice to the boss and close the work chapter of their life. They can’t wait to kick up their feet, poolside, sipping a margarita before heading out to their weekly mah jongg game. (Side note to our younger readers: Why is mah jongg reserved for Baby Boomers? Get with the program Gen X and Millennials, that game is the business.)