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 | Apr 11, 2024 | Blog
How well do you know your finances? No matter how you answer that question, there’s no judgment here! We’re here to help, whether you’re a personal-finance whiz, a novice, or anything in between. April is Financial Literacy Month. Throughout the...
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,...
