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NEWSLETTER

Check out our past newsletters below for helpful financial planning information and insights.

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Jump-Start Your Financial Plan for 2022!

Hands up if you’re ready for a new year. The past two years have put us through the wringer, so it’s understandable if you don’t have high hopes for 2022 like you did for 2021. A new year can be overwhelming to think about, especially after the intensity of the last couple years and the pandemic, economic uncertainty, and slow road back to “normal.” But the good news is that there are actionable steps you can implement to take back control of your finances and truly make 2022 a fresh start. Here are five ways you can get started today.

Newsletters
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Happy Thanksgiving: Here’s What We’re Grateful For

If there’s ever a time when we need to stop and take stock of all that we have to be grateful for, it’s now. When we said goodbye to 2020, we started the new year with hope and crossed our fingers for a turnaround. But even though 2021 has brought its own set of challenges, both globally and personally, we still have so much to give thanks for.

Newsletters
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The Best Restaurants in Durham

If you’ve been following our newsletter, you know about our true love for Durham. We enjoy the big-city fun and relatively small-town feel—a combination that’s hard to find. The big city means we have endless eating options, and since our family loves to entertain and host, our visitors are frequently impressed. But it’s not just us, the New York Post encouraged readers to go to Durham, calling it “The Foodie Capital of the South.”

Newsletters