What Are the New Contribution Limits For 2024 & How Does That Impact Taxes?
A new year means some increased amounts for saving into retirement and healthcare accounts! Here’s a quick rundown of...
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Holiday Reflection
As we swiftly get closer to the upcoming holiday season, I always take some time to reflect on the current year. This...
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Fun at Knoebels
Each October, Knoebels Amusement Park decorates for their Hallo-Fun weekends with all sorts of skeletons, witches...
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Social Security Cost of Living Adjustment (COLA) Announced for 2024
This year’s announcement of 2024 Social Security benefits and the cost-of-living adjustment (COLA) may have been...
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Education on Rebalancing Portfolios
As we enter the final quarter of 2023, financial markets remain up and down – yet, far less volatile than in 2022. In...
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Round Up Mentality
I like to hike. Why? Because it stacks many different benefits for me in my personal and professional life. I love to be...
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It’s Official, I’m a Wife!
If you would’ve told me that I could plan a wedding successfully in ~5 months, I would’ve told you no way! However, once...
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Werner Summer Vacation Recap 2023
After back-to-back summers at different North Carolina beaches (Holden Beach and Emerald Isle), we were set to return to...
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Getting Rid of Private Mortgage Insurance (PMI)
When purchasing a home, it’s often necessary to take out a mortgage. In doing so, there are decisions to make regarding...
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Savannah, GA: Take 3!
2022 was a really busy year for Desiree and me. So, we didn’t take (or make) the opportunity to sneak away for a small...
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5 Things to Know About Investing Around Recessions
Depending how closely you follow the headlines and financial news, it feels like we’ve been hearing about a pending...
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Market Insights: A Look Back at the First Half of 2023
The first half of 2023 has been an eventful time for global investment markets, highlighted by economic and geopolitical...
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