

September 2023

Credit cards – it’s hard to imagine life without these little pieces of plastic that, on one hand, let us do so much and, on the other hand, can cause us so much trouble! Your relationship with credit cards is really like any relationship: it can be rewarding if you handle it right. Read it here.
Protect Yourself: AI Voice Scams
Keeping Yourself & Your Money Safe when Traveling Abroad!
7 Steps to Maximize Your Retirement Savings
On July 18th, we hosted a Lunch & Learn with Education Consultant Karen Smith. She shared tips on what to consider when your child is building their college list, what universities take into account when reviewing applications/essays, and financial aid.
Click here to watch Karen's reel on staying open-minded when applying to colleges. Click here for Karen's PowerPoint presentation and resources.