Don’t let unexpected medical bills, poor financial habits or lack of educational resources stop you from building your wealth in 2025. Read up on this month’s Beautifully Frugal where I break down 10 obstacles that could be holding you back from achieving your goals, with actionable steps to help you combat them!

If you have invested in Series I savings bonds, you might be wondering about the optimal time to cash them out to maximize your returns. Here are some key considerations and tips to help you make an informed decision.

Cheers to another year of understanding our money and working smarter not harder towards our goals! The start of a new year is the perfect time to pause, reflect, and evaluate our financial situations to see our progress or define what steps we want to take towards change. If you’re looking for new opportunities for growth in 2025, consider these six actionable steps to chart you on a path towards a prosperous future from my latest Beautifully Frugal blog.

Looking to begin your investing journey? Dive into Alex Miller’s latest Beautifully Frugal blog where she shares insight on her first $100,000 invested and lessons learned along the way.

Understanding Student Loans and Navigating Your Financial Future: Before taking out a loan, ensure you fully understand all its implications so you can achieve a successful education. Learn more in this month’s Beautifully Frugal.

In this month’s “Beautifully Frugal” blog, I’m excited to introduce you to one of our Wealth Advisors, Konrad Zagzebski! Konrad joined our team in January of 2024 and has recently moved to the Green Bay Area. Before joining the KerberRose Team, Konrad was a financial advisor for more than six years, helping clients pursue their wealth objectives. Read my latest blog for a Q&A interview on what influenced his financial advisor path, his experience in the field, and the challenges he sees the industry facing.