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Money Management

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

You want to find a pathway to your future

You’re on a financial journey. You decide the destination, and we help you get there. Together, let’s determine the best way to take the next step.

College SavingInsightMoney ManagementTips

College Planning Tips

Back up 20 years ago: My husband and I brought home our first-born, Sam. The days were calm and quiet, our time was spent holding, sleeping, and watching. Friends and acquaintances warned us, “It’ll go by in a blink” and, “Before you know he’ll be leaving the...

Money ManagementTaxesTips

How Should I Use My Tax Return?

I love finding money. Soon, I’ll be breaking out the shorts from my dresser drawers, and I’m hoping that I left a $20 bill in one of the pockets. It’s unlikely, because I rarely carry cash on me - I can’t miss out on earning travel points! But I do carry cash...