Blog
Making sense of Wills and Trusts
Friday, September 17, 2021Making sense of Wills and Trusts
Read MoreMerging Money with a Spouse/Partner
Friday, September 3, 2021Merging Money with a Spouse/Partner
Read MoreShow All
Types of Home Loans for First Time Buyers
Friday, June 25, 2021Types of Home Loans for First Time Buyers
Read MoreIs the Fire Movement Right for You?
Thursday, June 3, 2021Is the Fire Movement Right for You?
Read MoreBanking with Credit Unions vs Big Banks
Friday, May 21, 2021Banking with Credit Unions vs Big Banks
Read MoreNational Teach Children to Save Day
Monday, April 19, 2021National Teach Children to Save Day
Read MoreThe Importance of Your Credit Score
Thursday, March 4, 2021The Importance of Your Credit Score
Read MoreAre You Prepared for Financial Surprises
Wednesday, February 3, 2021Are You Prepared for Financial Surprises
Read MoreBudget Planning for the New Year
Friday, January 22, 2021Budget Planning for the New Year
Read MoreDon’t Bust Your Personal Budget During the Holidays
Monday, December 21, 2020Don’t Bust Your Personal Budget During the Holidays
Read MoreThe Basics of Medicare Advantage Plans
Monday, December 14, 2020The Basics of Medicare Advantage Plans
Read MoreHelp Your Adult Children Take A Step Toward Financial Independence
Wednesday, November 4, 2020Help Your Adult Children Take A Step Toward Financial Independence
Read MoreWhat to Know About Medicare Before Retiring
Friday, October 23, 2020What to Know About Medicare Before Retiring
Read MoreHow Much Life Insurance is Enough
Monday, October 19, 2020How Much Life Insurance is Enough
Read MoreProtecting Your Nest Egg When You're Unemployed
Friday, August 28, 2020Protecting Your Nest Egg When You Are Unemployeed
Read MoreFour Foundations to Financial Literacy
Tuesday, August 25, 2020Four Foundations to Financial Literacy
Read MoreCountdown To College
Friday, August 14, 2020LIFESTYLEREAD TIME: 5 MIN COUNTDOWN TO COLLEGE As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity....
Read MoreHow is your Retirement Saving Progress?
Monday, August 3, 2020How is your Retirement Savings Progress?
Read MoreWhat To Know Before You Relocate in Retirement
Friday, July 24, 2020What To Know Beofre You Relocate in Retirement
Read MoreThe Value of Insuring Against Life's Risks
Monday, July 6, 2020THE VALUE OF INSURING AGAINST LIFE’S RISKS Did you know that... Fifty-eight percent of American workers have no private short-term disability insurance.1,2 Thirty-four percent of working people in the U.S. lack private long-term...
Read MoreThe Importance of Giving Kids and Allowance
Wednesday, April 8, 2020The Importance of Giving Kids an Allowance This is a great article to incorporate into your homeschooling! Definitely not something kids learn in school.
Read MoreDon't Delay, Start Your Financial Plan Now!
Friday, February 21, 2020Start Your Financial Plan Now
Read MoreSteps You Can Take to Protect Your Identity
Monday, January 27, 2020Steps You Can Take to Protect Your Identity
Read MoreEasy and Fun Ways to Teach Your Kids the Value of Money
Thursday, January 9, 2020Easy and Fun Ways to Teach Your Kids the Value of Money
Read MoreEstimating The Cost of College
Thursday, May 23, 2019ESTIMATING THE COST OF COLLEGE Tip: Public Costs. Average in–state tuition and fees for public four-year institutions was $9,970 for the 2017-2018 school year. Out-of-state tuition for these same institutions averaged $25,620...
Read MoreA decision not made is still a decision
Wednesday, April 24, 2019A DECISION NOT MADE IS STILL A DECISION Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision...
Read MoreTRENDS IN CHARITABLE GIVING
Tuesday, March 26, 2019TRENDS IN CHARITABLE GIVING Tip: Importance of Itemizing. Charitable contributions are deductible only if you itemize deductions on Form 1040, Schedule A. Those who take the standard deduction cannot deduct their contributions....
Read More9 FACTS ABOUT RETIREMENT
Monday, March 18, 20199 FACTS ABOUT RETIREMENT Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it...
Read More
The First St. Patrick's Day Parade
Tuesday, March 12, 2019Saint Patrick, who lived during the fifth century, is the patron saint and national apostle of Ireland. Born in Roman Britain, he was kidnapped and brought to Ireland as a slave at the age of 16. He later escaped, but returned to...
Read MoreSIX MOST OVERLOOKED TAX DEDUCTIONS
Wednesday, March 6, 2019SIX MOST OVERLOOKED TAX DEDUCTIONS Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Read More
It's Mardi Gras Season!
Friday, March 1, 2019
It is Mardi Gras Season! Whether you are joining in the festivities or avoiding the crowds, the history of Mardi Gras is always interesting. New Orleans has become known as ‘The Mardi Gras Capital’, however, Mardi Gras...
Read MoreA Bucket Plan to go with your Bucket List
Monday, February 25, 2019A BUCKET PLAN TO GO WITH YOUR BUCKET LIST The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer,...
Read More