AI is reshaping money management with smart budgeting tools and robo-advisors, but it can’t replace human insight. A hybrid approach offers guidance grounded in both data and values.
Author: Jeremy Blubaugh
Local financial advisor Jeremy Blubaugh walks through financial risk at different stages of life.
Successful investing isn’t about quick wins or trendy tips—it’s about patience, quality investments, and a durable long-term strategy that weathers market ups and downs.
Tips to plan your financial future holistically, considering family, beliefs, health, retirement purpose, and legacy.
Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already…
Here are a few steps to take to test your retirement income.
Discover steps to take shortly after job loss to help put you in the best financial position.
Financial expert Jeremy Blubaugh gives suggestions on preparing for the financial aspect of bringing a little one into your family.
Financial Advisor Jeremy Blubaugh explains how both consumers and investors can respond to tariffs.
While tidying your home this spring, why not try some financial spring cleaning as well?
Learn about some of the financial choices you and your spouse should make that will affect quality of life in your retirement years.
Tips to avoid scammers who offer a shortcut to financial success












