Recent Blog Posts

Markets Climb to New Highs on AI Momentum, Rate Cut Optimism

U.S. equities extended their rally Tuesday, with the S&P 500 closing at a new all-time high, buoyed by renewed enthusiasm for AI-related stocks and growing confidence in Fed rate cuts.

Put Your Savings on Auto Pilot: How Payroll Deductions and Smart 401(k) Increases Do the Work for You

Auto pilot features such as payroll deductions, automatic bank transfers, and scheduled 401(k) increases allow your savings to grow in the background, so you don’t have to rely on willpower every payday. 

Command Your Cash: How to Talk Through and Tackle Your Top 5 Money Priorities for 2026

Choosing your top five money priorities for 2026 is about setting clear intentions before the year speeds by.

30-Minute Cash Flow Map: Take Charge of Your 2026 Finances the Simple Way

Step 1: Capture your income (5 minutes) Write down your reliable after-tax income for a typical month.

2026 Money Reset: Turn 5 Bold Resolutions into a Deadline-Driven Wealth Plan

A 2026 financial reset is the perfect moment to turn hopeful money resolutions into a concrete, actionable plan. 

Markets Inch Higher to Start 2026 Amid Rate Worries and Tech Weakness

U.S. equities opened the year on a choppy note, with modest gains in the S&P 500 and Dow offset by tech sector drag on the Nasdaq.

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