Money IQ
What’s Going On With the Bond Market?
If you have read the financial news lately, you may have seen some alarming headlines about a “bond market selloff”…which certainly sounds scary! But, with all gripping headlines, there is a lot going on under the surface which creates more a more nuanced situation! Quick refresh
Sarah YakelSep 11, 2026
Where Should My Next Dollar Go?
At almost 7 and 10 years old, my kids are finally starting to grasp the concept of earning money via chores (and what chores pay the most). I’m happy to report that over the summer, the piggy banks have started to fill up. Which naturally lends itself to one of the most common qu
Sarah IrvingJul 28, 2026
It’s ALMOST Tax Season
Every year, we get questions about tax forms from clients. By far the most common one is, “When will I get them?” The answer is: “not yet!” And, in fact, the IRS won’t even start accepting tax returns until January 26th, and you do not get any extra refunds for trying to file ear
Nathan GilbertJan 16, 2026
Creating a Personal Financial Summit
It’s 2026 now, and the last time my husband paid a bill, he wrote a paper check, recorded the amount in a paper register, sealed it in the envelope with a stamp, and popped it in the mail. It would eventually get to where it was going, and he would only find out if the […]
Liz Witt-LeeJan 6, 2026
2026 Retirement Contribution Limits: 401(k), IRA, HSA, and Catch-Up Rules
As we reach the last day of 2025, we can all start to look to next year, which brings new retirement contribution limits. I am sure that was the first thing on your New Year’s resolution list! 2026 Retirement Contribution Limits Overview If you are someone who maxes out retiremen
Nathan GilbertDec 31, 2025
Tis the (Pricey) Season
Each holiday season, PNC does something entirely practical — by pricing out the ridiculous. The PNC Christmas Price Index tallies up what it would cost today to buy the gifts from “The Twelve Days of Christmas.” In 2025, that cost has climbed to $51,476.12 — up 4.5% from last yea
Sarah YakelDec 16, 2025
Bitcoin and Cryptocurrency: Risk Behind the Rally
Back in 2015, I was at a 4th of July party, and a friend of a friend was discussing that he had purchased a quarter of a bitcoin for his two-year-old nephew’s birthday. His comment was, “who knows, maybe that could be his college tuition.” Fast forward to today, when that child i
Kira TopekaDec 3, 2025
Why the S&P 500 Is No Longer a Truly Diversified Index
For decades, the S&P 500 has been held up as the gold standard of diversification. It’s the index that financial advisors recommend for beginners, the benchmark professionals use to measure performance, and the foundation of countless retirement portfolios. The idea is simple: by
Dan FortunatoNov 25, 2025
What Is a Stock Split?
With the recent Netflix stock split announcement, we thought it might be a good idea to address stock splits and the reasons companies decide to split their stock. If you aren’t already aware, Netflix (NFLX) announced a forward split at a rate of 10:1 last week. So, if you are a
Nathan GilbertNov 18, 2025
The (Real) Cost of Buying a Home
Ah, living the American Dream: buying a home. After years of the debate between continuing to rent or buying, I felt it was time to make the largest purchase of my life, a house. Through the process, I learned that the real cost of buying a home is more than just the down payment
Kira TopekaOct 21, 2025
Uncovering Forgotten 401(k)s
The average person has between 10 and 16 jobs in their lifetime, according to a 2019 U.S. Bureau of Labor Statistics survey. Millennials and Gen Z are changing jobs more frequently than Baby Boomers did. The changing culture, economy, job market, working from home opportunities,
Dan FortunatoSep 30, 2025
Rule of 72 and Other Investing Rules-of-Thumb
I love trivia – it combines a few of my favorite things – getting together with friends, random knowledge, and being right. My trivia team (Scott’s Tots) has been enjoying really great questions at Great Mane Brewery’s A+ Trivia, and recently one of the categories was “The Number
Kira TopekaJul 22, 2025