by Danielle Costello | Sep 25, 2024 | Uncategorized
Did you know your employees are investors? Each and every day, they make countless investments — by choosing what to eat, who to spend time with, what to think about, etc. These choices have a major impact on their well being. Traditional investing can have a similar...
by Danielle Costello | Sep 11, 2024 | Blog
Life is like the MLB’s best pitcher, throwing all the zingers. From fastballs to curveballs to screwballs and more, it’s hard to predict what’s coming next. So it’s best to expect the unexpected. Every September, National Preparedness...
by Danielle Costello | Aug 29, 2024 | Blog
Wellness. It’s definitely a buzz word these days. You’ll find it hashtagged, TikTok’d, fyp’d, ‘Grammed, blogged, headlined…you get it. All for good reason too. Wellness isn’t simply a set of practices; it’s a state of being....
by Danielle Costello | Aug 22, 2024 | Blog
Summer is fading fast. Over in the retail world, they’re already layering pumpkins on hay bales and launching holiday sales well before the first leaf has hit the ground. Although this jumpstart is met with mixed reactions from the general public, it carries a...
by Danielle Costello | Jul 24, 2024 | Blog
Here’s a fun—and surprising—finance fact: Research shows that kids as young as three years old can grasp basic financial concepts. Talk about a great opportunity for parents to share wisdom that can last a lifetime! Teaching children about money management early...