Blog

By Karen Koenig May 20, 2025
If you're looking for a meaningful, lasting way to support your grandchild’s future, helping with their education is one of the greatest gifts you can give.
By Karen Koenig March 25, 2025
Many retirees find themselves financially strained because they overlooked key factors that can significantly impact their retirement funds.
By Karen Koenig January 31, 2025
Divorce is not just emotionally taxing—it comes with a host of financial challenges and decisions that can have long-term impacts on your life.
By Karen Koenig November 23, 2024
🎁 Start the Holidays Right with Our Budget Worksheet!
By Karen Koenig August 30, 2024
If you’re struggling to find the capital you need, there are alternative funding options that can help bridge the gap.
By Karen Koenig July 9, 2024
Build Trust and Rapport: Establishing a trustworthy relationship with clients is crucial. Be honest, transparent, and show genuine interest in their financial goals and concerns.
By Karen Koenig May 20, 2024
Living a debt-free life is not only a realistic goal but also a highly rewarding one.
By Karen Koenig February 19, 2024
Individual Retirement Accounts (IRAs) are powerful tools for building a secure financial future, but understanding them can feel overwhelming for beginners.
By Karen Koenig December 12, 2023
Before you commit to a mortgage lender, it's essential to ask the right questions to ensure you're making informed decisions about your home financing.
By Karen Koenig October 30, 2023
Divorce is a life-altering event that brings about significant emotional, social, and financial changes. While the emotional toll is undeniable, it's crucial to understand how divorce can affect you financially.
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