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Wednesday, May 13, 2026

Many parents today suffer from sticker shock when they learn what it costs to send their children to college. While the cost of college can be a hard pill to swallow, it’s never too early to get familiar with college saving plans.

Thursday, April 9, 2026

Teaching kids about money doesn’t require expertise. Everyday conversations, simple habits, and modeling thoughtful choices help children build lifelong financial confidence—long before their first paycheck arrives.

Friday, March 6, 2026

You're ready to move on and take the next steps in your career. Now, what should you do with your 401(k) from your former employer?

Thursday, February 5, 2026

With tax season here, it's important to consider how tax-intelligent financial planning can lead to potential tax-saving opportunities.

Wednesday, January 7, 2026

A higher income doesn’t automatically mean more wealth - without strong habits, spending often grows just as fast. The new year is the perfect time to reset your routines, refresh your approach, and build momentum toward your goals.

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Wednesday, December 17, 2025

One of the greatest gifts you can give yourself is a solid plan for the years ahead, and at Shoemaker, we’re here to help you build it. Americans are living longer than ever and that, of course, means they need more retirement savings...

Thursday, November 20, 2025

As you move through life, you’ll build an estate made up of everything that matters most-your home, your savings, and the legacy you’ll one day pass on. An estate plan helps ensure your wishes are honored. 🏑

Monday, October 13, 2025

No matter your age, it's never too early to start thinking about your legacy! Check out these tips to help you prepare for retirement.

Friday, August 1, 2025

If the back-to-school season snuck up on you, don't worry! We're here with a plan. Let's start this school year strong with the right supplies and a mindset for success. πŸŽ’πŸ’ͺ

Thursday, July 10, 2025

Are you investing for impact—or just returns? When your portfolio aligns with your goals and values, financial freedom becomes more than possible—it becomes personal. Check out our latest blog to learn more about impact investments.

Wednesday, June 18, 2025

Dive into a few "secrets" to help you get control of your savings.

Thursday, May 8, 2025

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them?

Wednesday, April 9, 2025

As a parent, you're the number one source of financial learning for your kids. There's no time like the present to start teaching your kids money management and the value of a dollar.

Friday, March 7, 2025

A New Season, A New Career πŸŒ»πŸ’Ό We know that as we approach spring, those thoughts of a new career have sprung. Let's prepare for your potential career change and make sure you're getting the most out of your 401(k)!

Thursday, February 6, 2025

Five tax-efficient investment strategies that could help optimize returns and minimize your tax burden. πŸ–οΈ #ReduceTaxes #Taxes101

Thursday, January 9, 2025

We've all heard of budgeting, but what about the myths around it? πŸ€” You might be surprised to know that you've believed these tales! Here are four common myths about budgeting debunked. βœ…

Wednesday, December 4, 2024

Nice and cozy can turn to cabin fever in a hurry. We’ve been there and recommend these activities for when it’s time to break up that winter monotony.

Thursday, May 4, 2023

It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in...

Thursday, May 4, 2023

Preparing for college while still in high school can be difficult for even the most academically minded student. These days, you need to excel in the classroom, make sure you’re involved in extracurricular activities, and enroll...

Monday, April 24, 2023

The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000. That's approaching the median value of a new home in the U.S.1,2 If you want to add the cost...

Monday, April 17, 2023

You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, over 60% of high school seniors submitted a FAFSA to the...

Monday, April 17, 2023

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother...

Monday, January 30, 2023

Red Flags for Tax Auditors No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can't audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its...