Kaile Judge, Assistant Financial Advisor

Understanding Employee Benefits

Starting your first “real” job comes with a lot of firsts: your first steady paycheck, your first professional responsibilities, and your first experience navigating employee benefits. You’ve probably heard terms like 401(k), health insurance, and disability coverage, but they may not have felt relevant-until now. It’s easy to put benefits on the back burner when…

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From “Me” to “We”

Learning to talk about money as a couple. Spring is around the corner and love is in the air. For a lot of people, romance means pink hearts and chocolate. But if you’re ready to get serious about your relationship, you might be thinking in terms of choosing a partner whose values align with yours….

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Flexing the Muscle of Generosity

The generous will themselves be blessed, for they share their food with the poor. – Proverbs 22:9 Like any other financial skill, generosity doesn’t always come naturally. If you’ve never had money of your own before, you may not have had any opportunity to give. You may like the idea of giving to charity but…

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Sticking to Your Spending Plan

As we talked about in Part 2 of our series, understanding the uses of money and creating a money plan that considers every category is important. But a budget is only helpful if you follow it, and sticking to a plan in the face of temptation isn’t always easy. Here are a few tips for…

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Your Spending Plan: The Five Uses of Money

In the first part of our article series on making and sticking with a spending plan, we explained some of what a budget is and why it’s important to set healthy financial habits from an early age. We also talked about why you should start thinking of your money as a tool rather than an…

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