It’s Saturday morning in Wappingers Falls, and the line at the grocery store is longer than usual. It wraps past the avocados and down toward the cereal, folks just standing there with tired eyes and half-full carts. No one’s prepping for a party, they’re just trying to get the basics.

Milk’s up a ...

Budgeting, it’s one of those things we all know we should do, yet so many of us avoid it, misunderstand it, or struggle to maintain it. Why? Because budgeting isn’t just about crunching numbers. It’s about understanding your money, recognizing your spending habits, and using that knowledge to build ...

Stop losing money every time you send cash back home. Whether you’re supporting family or handling business across borders, understanding how currency works can save you hundreds or even thousands over time. Hidden fees, bad exchange rates, and unstable currencies can eat away at your hard-earned mo...

In recent weeks, discussions around Diversity, Equity, and Inclusion (DEI) have reignited, particularly in response to shifting workplace policies under the new administration. While some organizations are doubling down on DEI initiatives, others are questioning their effectiveness. Regardless of wh...

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Today, let’s talk about an important topic—property tax exemptions for disabled veterans. As a financial advisor and someone deeply committed to helping veterans, I know how crucial these benefits can be for your financial well-being. Recent changes have simplified the process, making it eas...

By Aaron B. Kershaw

As a parent of three children—Nick, who is heading off to college, Kyle, a high school junior, and Lizzy, a 9th grader—I’ve always been aware of the importance of teaching them about money. I work as a financial professional, so I understand how critical it is for young people t...

Hello there, friends! It's Uncle Aaron, and I'm excited to invite you into a story that’s close to my heart. I want to take you on a journey behind the scenes of The Uncle Aaron Advantage—a system born from my life’s twists and turns, fueled by the belief that Social Emotional Learning (SEL) is the ...