Financial Literacy Library: News & Insights

Too Much Cash in Savings?

By Kristen Euretig, CFP®, Founder and Chief Planning Officer It’s a busy time of year financially – it’s tax season, bonus season, annual review season

Are They Coming for Your Job?

by Kristen Euretig, CFP® Founder & Chief Planner Over the last few months, we’ve had increased feedback from our clients that they fear layoffs or

What is Boy Math?

by Kristen Euretig, CFP® Founder & Chief Planner In the September newsletter, we talked about the latest financial trend on TikTok, #girlmath.  If you missed

What is Girl Math?

by Kristen Euretig, CFP® Founder & Chief Planner So long, summer!  It was a good one for me and mine.  We got lots of pool