J.D. Gidley, CFP, CHFC

06/04/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

05/27/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Check out week four of our May series debunking some common myths!

MYTH: Earning a high salary automatically means security. ❌

FACT: Financial wellness is not solely determined by income level. Concepts such as budgeting, saving, and planning are relevant regardless of income. ✅

Check back in next Friday for the last installment of this series!

05/15/2026

Check out week 3 of our Debunked myth series!

MYTH: Checking your own credit score will lower it. ❌

FACT: soft inquiries: which generally include checking your own credit
hard inquiries: which are typically associated with applying for new credit. These are widely discussed as separate concepts in financial literacy education. ✅

Understanding how credit reporting is broadly discussed in context is considered to be an important tool to help you on your credit journey!

05/11/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

05/08/2026

Check out Week two of our May Myth Vs. Fact Series!

MYTH: If you haven't started saving for retirement by a certain age, it's too late. ❌

FACT: Retirement planning is relevant at many different stages of life. While the timing and approach may differ based on individual circumstances, awareness and planning are widely considered valuable at any point in one's journey. ✅