Archive - January 2021

Last year, we kicked off January by providing education centered around the important topic of estate planning. As we begin 2021 and transition to a new administration in Washington, it is yet again a good time to remind our valued clients of the importance of estate planning. A couple things to consider in 2021:  Get organized. Often, families are left gathering statements and searching out information in the wake of an unexpected loss. A new year is a great time to gather your information

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We have some exciting Power Saver news to share! Ready? Here we go with 5 special announcements: 1. Monthly Videos We will be featuring a Power Saver video every month! Each video will feature something different: cooking, crafts, financial fun, and more. Click here for more information about the 2021 video series.     2. Activity Pages We’ll have at least two “activity” pages posted to our Power

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Your computer. It's always there when you need it and is an integral part of daily life. Most of us don't realize how important our computers are until something happens and we have to live without them. There's a special time of the year to remind us about the importance of our computers and taking care of them — National Clean Up Your Computer Month! Who knew there was such a thing right? But when you stop and think for a moment, it makes sense. January is the start of a new

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It's crucial for your family to know the basics of financial literacy, but how do you approach teaching them? Luckily, you're making financial decisions every day—you simply need to let your kids in on the conversation. What is Financial Literacy? Financial literacy includes many different financial skills and concepts; to be financially literate simply means having the know-how to make wise decisions with your personal finances. Financial literacy includes any topic that touches

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