Resources

Listen into our commentary for the 2nd quarter of 2023 right here!

To counter the effects of lifestyle inflation on retirement savings, it's important to adopt mindful spending habits. Regularly reassessing your financial priorities, setting a budget that allows for saving and investing, and resisting the temptation to inflate your lifestyle every time your income increases are sound ways to do so.

Wondering about capital gains tax but not sure where to begin? Unlike income or sales tax, capital gains tax is a complex tax concept that can be difficult to grasp at first, but like any savvy investor knows it's important to be familiar with it as it can impact your finances significantly! In this short video, we will cover the basics of capital gains tax, what it is, how it works and how it might help you.

Are you a parent? If so, it’s natural to want to support and provide for them. Part of that is helping them develop healthy boundaries with money! It's important for both your own financial stability and your children's financial independence and relationship with money in the future.

The first quarter of 2023 gave us so much to talk about.

Large banks have been making big news lately. On the heels of these fresh events, we wanted to talk about the benefits and drawbacks of banking with a local, smaller community bank.