Did you know? Holiday sales reflected about 19.2 percent of the retail industries total sales per year (Statista).

Black History Month: Redefining History One Generation at a Time

African-American history was largely ignored by historians and the general public until 1926, when Dr. Carter G. Woodson formally established Negro History Week, now known as Black History Month. As a son of slave workers, Woodson transcended poverty through education by earning a doctorate degree in negro studies from Harvard University. Throughout his education, Woodson… Continue Reading

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Millennials and Our Money: Six Trends for 2016

At 75 million strong, Millennials are the country’s largest living generation.1 Social-savvy and boundary-pushing, our generation is wielding influence on virtually every industry, including the financial one. Here’s a look at six of the most popular finance trends among Millennials and a preview of what to expect in 2016: 1. There will be an influx… Continue Reading


Why Making a New Year’s PLAN is Smarter than a Resolution

Did you know that financial discipline is one of the top three most popular New Year’s resolutions, right up there with losing weight and getting organized? But alarmingly, according to the Statistic Brain Research Institute, a whopping 92 percent of resolutions FAIL. This statistic – although sobering – reinforces the importance of what we as… Continue Reading

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Engagement Season Calls for Love, Creativity and Advanced Financial Planning

Andy, a bright-eyed 26-year-old, daydreams of a perfect holiday celebration with the love of his life. He envisions carefully placing a small, black velvet box under the tree on a cozy, snowy morning, holiday music and cinnamon-scented candles filling the apartment. He imagines getting down on one knee to pop the big question. His vision… Continue Reading

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Money and Dating – Tips for those who are looking to get (financially) serious with a mate

So you’ve been seeing someone and it’s starting to get pretty serious. Maybe you’ve agreed to date exclusively, you spend more time at your sweetie’s place than your own, or you’re even talking about moving in together. Congrats on the love fest – but remember to use your head as well as your heart! To… Continue Reading