Struggling With Debt? Here’s One Resource to Help
Used thoughtfully, debt can actually be a powerful financial tool. It might help you buy a home that grows in value over time or pay for education that opens up higher-earning opportunities. In cases like these, debt can support growth, stability, a…
How to Help Your Aging Parents with Their Finances
When your parents start needing help with their finances, it can catch you off guard, not because you mind helping, but because there’s no clear script for how to step in. It isn’t easy to balance this stage of life. It’s emotional, complicated, and…
4 Habits That Can Help You Accelerate Financial Independence
Wondering why some people hit financial goals sooner than others? In this video, Paul outlines four proven strategies that help clients accelerate their progress. From automation to value-based spending, these habits make a real difference. Topics D…
The “Credit Report” for Your Health: What Insurers See That You Don’t
Most people know to check their credit report regularly because it can affect everything from buying a home to getting a new credit card. What you may not know is that a similar report exists for your health—and insurance companies use it behind the…
Open Enrollment Season Is Here: How to Evaluate Your Options
It’s that time of year again—open enrollment season. Whether your health insurance comes through your employer or a state marketplace, fall is your once-a-year opportunity to review your benefits and make updates that will take effect on January 1…
What a Fed Rate Cut Means for Your High-Yield Savings
Thinking about switching savings accounts for a better rate? This video walks through how Fed rate changes affect what banks pay you and why chasing small gains may not be worth the effort. Paul shares a smarter way to manage your cash during shifti…
Protecting Digital Assets: A Smart Estate Planning Move
Between your career, family calendar, and planning the next getaway, it’s easy to push estate planning to the back burner. But here’s a quick gut check: if something unexpected happened, would your spouse know how to access everything? Your logins…
What Corning Employees Should Know About the Supplemental Investment Plan (SIP)
If you’re a high earner at Corning, you may have access to an additional retirement savings tool: the Supplemental Investment Plan (SIP). While the plan can offer meaningful tax and savings advantages, it’s also layered with complexity and som…
When Is the Right Time to Start Working with a Financial Advisor?
At some point, we all wonder: Am I where I’m supposed to be financially? If you’re in your 30s or 40s, that question might feel heavier. Maybe the future you once imagined feels further away—more expensive, more complex, and less certain. We often h…