Monthly Archives: November 2023

The Procrastinator’s Guide to Holiday Savings

Every year you promise to be better about holiday savings as November and December kick off a season. That means celebrating, family, feasting, and contrary to your plans…a lot of spending. The holidays are a chance to make memories, but this can also be a time of financial stress—especially if you wait until the last… (read more)

Adopt-A-Family & More: Charities We Love

We’re entering the “season of giving,” which typically gets us thinking about holiday shopping for friends and family. But in more recent years, we’ve seen the advent of Giving Tuesday (a National Day of Giving celebrated on the Tuesday after Thanksgiving) balancing out the more consumerist frenzy of Black Friday. Giving Tuesday is a celebration… (read more)

Play the Long Game with the Best Savings Account Interest Rates

2023 has put many of us in a ‘Certificate Era’ – with some of the best savings account interest rates in years. In previous blogs, we’ve discussed the subtle differentiation between share certificates and certificates of deposit (you’ll see these abbreviated to “CD”). We’ve explored the benefits and risks of investing in a certificate and pointed… (read more)

The Art of Giving: Charitable Donation Tax Deductions & Lessons for Future Generations

We contribute to charities for various reasons. While the potential for charitable donation tax deductions are a valuable benefit, there are more sincere motivations for giving. Some individuals give simply to experience the pure joy of helping others. Others do so out of a strong sense of social responsibility or to drive the changes they… (read more)