Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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What to Do When the Market Drops: Your Smart Money Checklist
When markets take a dip, it’s easy to feel uncertain—but downturns can also open the door to strategic financial opportunities. In this post, we share a practical checklist of smart moves to make when your accounts are down, including Roth conversions, dollar-cost averaging, and increasing 401(k) contributions. Stay calm, stay invested, and turn volatility into long-term growth.
Finding Opportunities in Chaos: Navigating Tariffs & Investing During Recessions
Learn how to invest wisely during recessions and how to navigate tariffs. Discover recession-proof stocks, defensive assets, and high-growth sectors. Maximize opportunities, hedge against inflation, and build a resilient portfolio in uncertain markets.
Retirement Planning Tips for Women Entrepreneurs
Tips for women entrepreneurs navigating both running their business and saving for retirement.
Steps to Take Before You File Your Taxes This Year
With tax season officially upon us, make sure to keep these tips in mind when filing.
Build Value Today, Exit on Your Terms: Marigny deMauriac Earns Certified Exit Planning Advisor™ Designation to Help Business Owners Succeed
Marigny deMauriac, a trusted Certified Financial Planner™ and founder of deMAURIAC, is proud to announce her latest professional achievement: earning the Certified Exit Planning Advisor (CEPA™) designation