AGATE Financial Partners

06/07/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

06/06/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

06/05/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

06/04/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

06/04/2026

June is Alzheimer's and Brain Awareness Month. If you've watched a parent or grandparent navigate this disease, you already know that it changes everything for the entire family.

Families are often so focused on the day-to-day of caregiving that the legal and financial side quietly falls behind.
▪️ Who has the authority to make decisions if something changes?
▪️ Is there a long-term care plan?
▪️ Does anyone know where the documents are?

A power of attorney, a healthcare directive, a conversation about what care actually looks like.

These are so much easier to put in place when everyone is healthy and clearheaded than after a diagnosis.

If you have aging parents, this month is as good a time as any to start that conversation. We're happy to be part of it. 💙

06/04/2026

Beautiful walk!

06/03/2026

Support a healthy relationship around money and learn strategies for managing your finances effectively as a couple.

Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.

06/03/2026

June means a lot of different things to a lot of different people.

Weddings. Graduations. The first real stretch of summer. Long evenings and open calendars.

For many people, it also means Pride Month, a time to celebrate the freedom to live openly and authentically.

Whatever June means to you and your family, we hope it is full of the people and moments that matter most.

06/02/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

06/02/2026

Did you know that Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession?

96 of the 100 lowest numbers of weekly mortgage applications since 1999 happened in the last 3 years.

Yet, unemployment today is a fraction of what it was during the financial crisis.

People aren't staying out of the market because they can't qualify. The market is gridlocked. Here's why. 👇

1️⃣ Millions of homeowners locked in at 3 percent during the pandemic. Selling means giving that up for another mortgage that may have a higher interest rate. So they're not moving.

2️⃣ If existing owners aren't selling, inventory can become thin, prices might stay elevated, and buyers wait for something to change.

3️⃣ Most are waiting for rates to drop. But when they do, demand may pick up, competition returns, and that window closes faster than expected.

Here's the truth about market timing: it almost never works the way people picture it.

The better question isn't "When is the right time to buy?" It's "Am I financially ready to move when the right opportunity comes?" 📋