Over the past couple of years, we all got excited about CD rates, but they’ve recently come down. As those CDs come up for renewal, the new rates aren’t quite as exciting.

We’re well past the halfway point of 2025. Now is the time to revisit your financial plan, don’t wait until December.

Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.

Rachel Wood, Partner and Financial Advisor, emphasizes the importance of a holistic approach to philanthropy.

Rachel Wood, Partner and Financial Advisor, shares five important financial lessons to equip the next generation with crucial knowledge to navigate their financial journey.

Rachel Wood, Partner and Financial Advisor, covers the influence of mothers on the family budget and their children’s spending habits.

Sell the family farmland or continue operating it? Rachel Wood, Partner and Financial Advisor, offers guidance on the subject.