by Danielle Costello | Jan 19, 2024 | Blog
Are you still feeling the “new year, new you” vibes? If not, it’s not too late to get back into it! The new year is young, with plenty of time to commit to a new financial path. A comprehensive financial wellness checklist serves as your roadmap,...
by Danielle Costello | Dec 22, 2023 | Blog
It’s better to give than to receive. We’ve heard this timeless advice so much that we’ve forgotten its impact. In this third and final installment of our Joy of Generosity series, we’re here to revive it. It turns out that altruism has...
by Danielle Costello | Dec 8, 2023 | Blog
Like the menu at Chipotle, charitable giving comes with a plethora of options. You can go the classic route (that’s meat and cheese if you’re eating or monetary donations if you’re giving), or you can build your own according to your personal tastes....
by Danielle Costello | Nov 28, 2023 | Blog
November 28, 2023 Let’s start off with a big fact: Holiday giving isn’t all about the Benjamins. There are many ways to give, each with its own benefit to the giver and the recipient. Giving is a built-in element of this bustling time of year, which...
by Jeff Stasko | Nov 9, 2023 | Blog
Don’t get Scrooged by holiday debt! There’s no denying the joy generosity brings during the holiday season. However, overspending or relying on credit can have lasting financial repercussions. Without a strategy for the weeks ahead, your bank account might end up...