Author: Heatherlee Peterman

You’re not alone if you’ve ever felt financial tension woven into life’s most meaningful decisions. It’s deeply personal, yet also universal.  For me, that tension showed up in the push and pu

As summer winds down, we’re reflecting on the year's highlights so far. This is some of what our team and their families have been up to. Team Milestones Team faithfulness: As of this summe

The passage of the One Big Beautiful Bill Act (OBBBA) affects nearly everyone who files taxes, so it’s important to understand the key changes. The bill included many tax provision tweaks, but we will

What if staying home could be just as fulfilling as flying across the world?  My Instagram account is currently flooded by pictures of global adventures. This summer I’ve loved seeing my frien

One of the biggest concerns our clients have is how to prepare for their children’s college expenses. We can relate! The parents in our office are acutely aware of rising higher education costs and ho

A strong credit score is more than just a number—it's a gateway to financial opportunities, from securing favorable loan terms to unlocking premium credit cards and rental approvals. Whether you're bu

I remember the most beautiful storm I’ve ever seen. Off in the distance, above the waters, a tumultuous bank of clouds looked ominous. Gray, diffused light shone from behind the clouds, reminding me t

Imagine sitting down to watch a play. The lights dim, the audience hushes, and the first actor strides on stage, launching into a gripping murder-mystery set during World War II. But then, out of nowh

As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.  The biggest change this year includes a new 401(k) “Super Catchup