Position Wealth

06/23/2026

National Family Owned & Operated Businesses Day is a great time to recognize the dedication it takes to build something that lasts. Supporting these businesses helps keep our local communities strong.

06/21/2026

Happy Father’s Day! Thank you to all the dads and father figures who make a difference in the lives of others.

06/17/2026

Healthcare may be one of the biggest expenses you face in retirement and many people underestimate the cost. Planning ahead can help protect both your savings and your peace of mind. Learn the key steps to prepare.

https://www.fidelity.com/learning-center/wealth-management-insights/how-to-prepare-for-health-care-costs-in-retirement?fbclid=IwY2xjawSg0sNleHRuA2FlbQIxMQBicmlkETE2YXBnQk1oWHJiS05nczlYc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHpbPo9CXTV0CnwoV_N7OfxKMN7dR-AuDIm-SXS_Hil-fVTGi8iC3CkMUdnvF_aem_3jNRSlS_cuFJxD2iwQgL1Q

06/15/2026

: "Never give up. Today is hard, tomorrow is worse, but the day after tomorrow will be sunshine." –Jack Ma

06/11/2026

If your finances were a sports team… are you winning or sitting at 4–13? From salary caps to playbooks, smart money management isn’t about perfection—it’s about discipline. Read how to turn your financial season around.

If personal finance were a sport, most of us would be in the post-game interview saying: “We need to execute better… and stop ordering takeout five times a week.”

06/08/2026

Once your child turns 18, you may no longer have the legal ability to make medical decisions for them, even in an emergency. A simple healthcare proxy can ensure you’re able to step in when it matters most. Here’s why it’s a step many families overlook…

A health care proxy and durable power of attorney are important legal documents that everyone age 18 and over should consider having. Parents of adult children should discuss drawing up these documents with their child, to ensure they are able to be involved in decision-making should their child bec...

06/05/2026

Estate planning mistakes can create unnecessary stress, costs, and confusion for the people you care about most. From outdated beneficiaries to missing documents, check out this article for some of the most common pitfalls and how to avoid them.

https://www.fidelity.com/viewpoints/wealth-management/estate-planning-common-pitfalls?ccsource=email_weekly_0605_1037578_146_0_CV2&fbclid=IwY2xjawSVOOpleHRuA2FlbQIxMQBicmlkETEyOEtvVk4zY3dZRUJxNmRTc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHlFeZxD2bmD1i-s_9iI1VGZcw0stSwxLaFAZ1Eh_mmLndtC2VnhWy8t5xLpd_aem_MImvuAQ9m-2wwbPChvHmmQ

06/03/2026

June is National Homeownership Month, a great time to think about what it takes to buy your first home. This article shares practical tips to help you feel more prepared and confident along the way.

Learn the first five important steps in the home mortgage process to take as a first time homebuyer.

05/29/2026

529 Day is a great time to learn more about how 529 plans can help with education savings. The IRS breaks down the basics and benefits here:

A list of questions and answers about 529 Plans.

05/27/2026

What if hitting a million dollars didn’t actually feel like being wealthy? New data shows more people are reaching that milestone than ever… yet most still don’t feel secure. So what’s missing?

This video breaks down the surprising gap between having money and feeling confident about it—and why more wealth doesn’t always mean less stress. Take a minute to watch, it might change how you think about your own financial picture.

What if hitting a million dollars didn’t actually feel like being wealthy? New data shows more people are reaching that milestone than ever… yet most still don’t feel secure. So what’s missing? This video breaks down the surprising gap between having money and feeling confident...