Q3 2025 Market Update Markets usually slow in the third quarter, but this year was different. Stocks kept rising through July, August, and September, with the Dow finishing the quarter …
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Author Archives: Hannah Shoemaker
Teaching Your Teen Money Skills: Lessons from How Gen Z Is Rewriting the Rules
Your teenager’s first paycheck is a milestone to celebrate. However, as exciting as it is to earn money for the first time, it’s more important to learn how to manage …
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Retirement Planning Mistakes to Avoid
Retirement should be your time to finally enjoy the freedom you’ve worked so hard for. But getting there and thriving once you arrive requires avoiding some surprising missteps. Here are …
Prioritizing Financial Wellness in 2025
In today’s dynamic economic landscape, achieving financial wellness requires a proactive approach to personal finance management. Recent studies reveal that over half of Americans feel “financially frozen,” overwhelmed by financial decisions …
Financial Lessons to Pass Down: Helping Your Family Build a Financial Future
Money is a lifelong journey, and the financial wisdom you’ve gained over the years could make a difference for the next generation. Whether you’re a parent guiding your children, a …
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How Financial Wellbeing Fuels Physical and Mental Health
As working professionals, many of us might find ourselves balancing demanding careers, family responsibilities, and long-term financial planning. Amid this hustle, we may overlook the profound link between financial wellbeing …
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Managing Money Stress During the Holidays: Staying Present and Finding Balance
The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and …
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Why You Should Freeze Your Credit
In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from …
Legacy in Action: Leave a Mark That Lasts
A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t …
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Join Our Statera Cares Event!
We hope to see you at our second Statera Cares event in October! For this event, we will be supporting Tan’s Treats, an organization that is dedicated to serving the …
