Newton & Newton

09/01/2026

One of the best "tips" for staying on track with your financial goals isn't about a specific stock or fund--it's about consistency. 🗓️

Life changes quickly, and your financial plan should evolve with it. Whether it's a career shift, a growing family, or simply adjusting for inflation, regular reviews ensure your strategy still matches your reality.

When was the last time you sat down to look at the "big picture"? If it's been a while, now is the perfect time to check in!

08/25/2026

Back-to-school season is bringing higher costs for many families.

A new analysis found that a typical basket of school items, including notebooks, lunch boxes, and index cards, is up nearly 8% compared with last year.

School lunches are also more expensive, with the cost of a typical packed lunch up 11%.

The analysis estimates families may spend roughly $4,000 per student on school supplies and lunches this year, including about $175 on school items and $3,800 on packed lunches.

Some items have seen especially sharp increases. Lunch boxes are up 27%, one-subject notebooks are up 23%, and index cards are up 22%.

Higher tariffs, imported school supplies, food prices, and energy costs are all contributing to the increase.

For families, back-to-school shopping is a reminder that seasonal expenses can add up quickly, especially when everyday costs are already stretching household budgets.


Source:

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

08/18/2026

Planning for the future isn't just about the numbers; it's about the peace of mind that comes with knowing you're prepared. Whether you're nearing retirement or just starting your journey, the best time to start 'planning well' is today. 📈✨ What's one financial goal you're working toward this month? Share in the comments below! 👇

10/30/2024

What does "wealth" mean to you?

10/29/2024

10/16/2024

Wednesday Wisdom!

10/15/2024

We meet our clients where they are and help them see what their future could be. Where could you use a little help -- 502-777-0711 or [email protected]. We're here for you.

10/09/2024

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10/08/2024

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