Blogs

401(k) to IRA Rollovers: Win-Wins for Every Personality Type

Sep 10, 2025

Life transitions come with countless decisions, and few feel as overwhelming as determining what to do with your 401(k) when you leave a job. Whether you're starting a new career chapter, retiring, or simply seeking more control over your retirement savings, rolling your 401(k) into an Individual Retirement Account (IRA) offers fantastic advantages that can enhance your financial future.Full Story

Pack the Pack: Fighting Childhood Hunger, Fueling Hope

Aug 13, 2025

Back-to-school season is approaching, and for many local families, the pressures amount to much more than checking off school supply lists. This time around, it’s about making sure every child starts the school year strong. That strength begins with the community coming together. Once again, we’re leading the charge through our Pack the ’Pack campaign, a key initiative of The BCTCares Foundation.Full Story

6 Ways to Create a Financial Safety Net

Aug 04, 2025

Would you struggle to pay for a major car repair or cover your deductible on a homeowners insurance claim? If so, you’re not alone. An estimated 42% of Americans don’t have an emergency fund, and 40% couldn’t cover a $1,000 emergency expense with cash or savings.* But in a time of economic uncertainty and rising prices, how can you find enough money to create the savings you need?Full Story

Cowen's Corner-Mortgage Market Update: Nesting Mode and Big Week Ahead for Rates

Jul 28, 2025

It was quiet this past week here. The drama was muted for a change. Opal didn’t roll in anything foul and require a bath. Wilson hunted quietly from his perch on the back of the living room couch.Full Story

Cowen's Corner - Mortgage Market Update: Cape Cod Surprises and Market Stability

Jul 21, 2025

Greetings from Cape Cod! There is so much I could say about this week. But here is a PSA for you. The next time you complain about traffic in the DC metro area, drive to / through NYC.Full Story