We want you to have a great start to 2026! Here are 3 key financial steps to help make 2026 your most successful year yet: Review your 401(k) plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not pay...
The holiday season is in full swing and with that comes floods of donation requests. It’s important to understand which ones actually spend their funds the way they advertise. To take the guesswork out of it websites like charitywatch.org and give.org are great...
As a dentist, your time is limited and so is your attention. Around the holidays, many practice owners receive a flood of donation requests in the mail, email, and even at the office. It’s easy to write a check and move on. But not all charities use donations the same...
Have you noticed your electricity bill was extremely high this month? Well it’s not JUST those holiday decorations contributing to that. According to recent insights from J.P. Morgan, AI data centers can be the one to blame for the sudden spike. Despite being a...
As the year wraps up, now is a great time to look ahead. The steps you take today can help set you up for a stronger, more organized financial start in 2026. To make the process simple, we put together a quick checklist based on our 2026 Financial Success Tracker...
