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September 2026: Your Money Matters

September 04, 2026

This month’s Your Money Matters newsletter contains information on elements of an estate strategy, financial milestone birthdays, and buying a vacation home.  We also included an article on how the importance of emotional versus strategic decisions. If you have questions, don't hesitate to reach out to us for answers. Happy September!

4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?