personal finance

Payroll January 26, 2026 

Planning for an inheritance is a way to protect your future self—who may be grieving, overwhelmed and less able to make clear decisions.

Artificial Intelligence January 26, 2026 

About half (48%) of Americans say using AI will have a positive impact on their personal finances while the other 52% disagree, according to a NerdWallet survey.

Technology December 17, 2025 

These tools understand your spending habits, spot money-wasting patterns you’d never catch yourself, and automatically implement savings strategies tailored to how you actually live.

Financial Planning October 11, 2025 

They said their current quality of life would be better had they had the opportunity to take it, and that it would better prepare students for life after graduation.

Isaac M. O'Bannon

Advisory October 6, 2025 

Under a recent change in the FAFSA (Free Application for Federal Student Aid), funds supplied by a grandparent through a 529 are not reported as student income, so the grandchild’s eligibility for federal aid is not impacted.

Advisory October 6, 2025 

It’s great to have people who care about you AND who have a bank balance. But before you pocket that extra cash, here are some tips that will put both you and your lender at ease regarding the loan.

Gail Perry

Payroll September 9, 2025 

According to U.S. News & World Report (2025), the estimated cost for a middle-class family to raise a child from birth to age 18 increased from about $233,610 in 2015 to nearly $322,000 in 2025.

Advisory August 22, 2025 

Caring for a mentally ill loved one involves a journey of discovery – it’s like you’re venturing into unexplored territory. And like all good explorers, you have to leave a map for those who will follow in your footsteps.

Payroll August 18, 2025 

Investing is an important step toward building wealth and achieving your financial goals. However, successful investing can be difficult and there are some key mistakes you’ll want to avoid.