Digital Resouces

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  • A little boy holding out a red, plastic heart

    Planning to Give? Giving Tuesday is December 2nd!

    November 13, 2025

    Have you considered the benefits of giving back? This article explores the benefits and practical steps for engaging with this global movement. Discover ways you can contribute and be involved in Giving Tuesday! Find out everything you need to know to make a difference!

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  • People at an open air market, looking at fruits and vegetables.

    Buying and Giving Locally

    November 7, 2025

    Most people know the benefits of buying locally. But what about donating to the community? This article explores the importance of giving to local charities. There are considerations to help you determine whether to give your time, goods or monetary gifts. Dive in to find out!

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  • A young family in a pumpkin patch

    October is the Time to Start Tax Planning

    October 20, 2025

    Learn the importance of starting tax planning in October, while there’s still time to make financial changes before January. Several strategies mentioned can have an impact on taxes, come April. Dive in to learn more about optimizing your taxes with early preparation.

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  • A person sitting at a desk filling out a form on a clipboard.

    Understanding Capital Gains Taxes and Planning

    October 17, 2025

    Are you familiar with the capital gains tax? This article dives into the essentials of this tax—what it is, why it matters, and how it may apply to your assets. Understanding capital gains can help you make more informed decisions and potentially save money in the long run.

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  • A couple sitting at a table looking at a laptop

    Strategies for Lowering Retirement Income Taxes

    October 10, 2025

    Have you considered how to minimize income taxes in retirement? This article covers strategies that can potentially reduce the tax burden on your retirement income. It provides insight into some beneficial approaches you can consider in your long-term approach.

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  • A married couple looking at each other sitting at a table.

    Maximizing Retirement Savings: The HSA

    October 2, 2025

    Have you heard about the tax benefits of using a Health Savings Account (HSA)? Discover how you can maximize savings and plan for future medical expenses. This quick read will share different tax advantages of having an HSA and how this may benefit you in the long-term.

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