Brooke Martin at Fellows and Blake

02/02/2023

Throughout the years, there have been a few ideas around retirement that have turned into common myths. Let's debunk these 5!

As a paramedic, my husband has seen a lot. But this episode truly caught him off guard. A new coworker, a nurse, asked a group assembled in the break room

02/01/2023

Part of taking care of yourself includes work—life balance. For those that may struggle with this, look no further as these 3 tips may be just what you need to consider.

no gatekeeping here

01/27/2023

As you age, life looks different which means that your approach to money will be different too! This podcast will cover financial advice from the early stages to the late stages of life.

Personal finance columnist Michelle Singletary offers financial advice for every stage of life.

01/27/2023

From the inflation we've experienced since 2019, small business owners have been hit dramatically and the impact has now been measured! See the study here:

Small businesses have to work harder have to sell more to attain the same level of wealth.

01/24/2023

For much of 2022, inflation has been a topic that’s dominated the headlines and impacted businesses and individual consumers alike. But what is inflation, exactly, and what factors cause it to spike? Find out here.

What causes inflation? There is no one answer, but like so much of macroeconomics it comes down to a mix of output, money, and expectations. Supply shocks can lower an economy’s potential output, driving up prices. An increase in the money supply can stoke demand, driving up prices. And the expect...

01/19/2023

SECURE 2.0 will bring significant changes to the realm of retirement planning, and it might be difficult to know how these changes could impact you. This helpful guide breaks down many of them in plain English.

Remember the Secure Act of 2019 that made the first big changes to the U.S. retirement system in more than a decade? (Among other things, it made it

01/16/2023

"Faith is taking the first step even when you don't see the whole staircase."

01/12/2023

Did you know that over $1 trillion of assets are sitting in forgotten or abandoned 401(k)s? When you switch or leave a job, make sure to come up with a plan for your old 401(k) so that you’re not throwing away any of your hard-earned money.

Millions of job switchers forget to bring along their retirement funds. A U.S. lost-and-found database should help reunite people with their money.

01/11/2023

You don’t have to know a ton about money to benefit from some basic financial housekeeping. From reviewing your spending habits to ensuring you have a contingency plan, be sure to consider these items as you think through your New Year’s resolutions.

Don’t forget your finances when you set goals to be your best self in 2023.

01/11/2023

New Year’s is a time to look forward but also a time to look back on the year that was. As we reflect on 2022, here are 5 financial takeaways from an extraordinary year for the markets and the broader economy.

From inflation and rising interest rates to budgeting 101 and crypto’s demise, here are the biggest money lessons.

12/29/2022

Filing your federal income tax return can be strenuous, as you want to make the decision that will be best fit for the future (and in today’s market, that future is looking more and more unclear). However, smart tax payers can take this opportunity to plan for the future well ahead of time. Learn more here.

Depending on your taxable income, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate.

12/24/2022

I hope you have a wonderful holiday season with your loved ones! While there are lots of presents, just don't forget to be present as well