Blog

Friday, January 20, 2023

Learn how to protect loved ones and yourself from fraud.

Friday, January 6, 2023

There are fundamental steps you can take to get on-track with your financial plan.

Wednesday, December 21, 2022

Write your plan, or tweak it, to prepare for the new year.

Wednesday, December 7, 2022

Increase your awareness and take steps now to prevent identity theft.

Friday, November 18, 2022

Long Term Care Awareness

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Friday, November 11, 2022

National Financial Planning Month

Friday, October 28, 2022

National Financial Planning Month

Friday, October 21, 2022

National Women's Small Business Month

Friday, October 14, 2022

Grip It and Rip It

Friday, September 30, 2022

National Preparedness Month

Friday, September 23, 2022

Life Insurance Awareness

Friday, September 16, 2022

National Inventors Month

Friday, September 9, 2022

September is College Savings Month

Friday, July 29, 2022

National Cell Phone Courtesy Month

Friday, July 22, 2022

Celebrate and Support Independent Retailer

Thursday, July 14, 2022

The Basics of Financial Fitness

Friday, June 24, 2022

Focus on Small Business

Friday, May 20, 2022

Friday, May 6, 2022

Monday, April 11, 2022

Wednesday, March 23, 2022

Friday, February 18, 2022

Friday, February 11, 2022

Friday, February 4, 2022

Tuesday, January 25, 2022

Friday, October 22, 2021

National Financial Planning Month

Friday, September 24, 2021

Should You Play the Lottery?

Friday, September 17, 2021

Making sense of Wills and Trusts

Friday, September 10, 2021

Keys to Advancing your Career

Friday, September 3, 2021

Merging Money with a Spouse/Partner

Thursday, August 19, 2021

Traditional vs Trade School

Friday, August 6, 2021

Small Business Money Tips

Friday, July 30, 2021

Student Loan Option

Friday, July 9, 2021

Credit Card Churning

Friday, June 25, 2021

Types of Home Loans for First Time Buyers

Friday, June 18, 2021

Making Sense of HSAs and FSAs

Thursday, June 3, 2021

Is the Fire Movement Right for You?

Friday, May 21, 2021

Banking with Credit Unions vs Big Banks

Friday, April 30, 2021

Pet Parent Budget

Friday, April 23, 2021

Happy Financial Literacy Month

Monday, April 19, 2021

National Teach Children to Save Day

Friday, April 9, 2021

Financial Plan Tune-Up

Friday, March 26, 2021

Handling Retirement Shortfalls

Friday, March 19, 2021

Estate Planning 101

Thursday, March 4, 2021

The Importance of Your Credit Score

Monday, February 22, 2021

Building Money Mindfulness

Wednesday, February 3, 2021

Are You Prepared for Financial Surprises

Friday, January 22, 2021

Budget Planning for the New Year

Monday, December 21, 2020

Don’t Bust Your Personal Budget During the Holidays

Monday, December 14, 2020

The Basics of Medicare Advantage Plans

Tuesday, December 8, 2020

Gifts and Taxes

Wednesday, November 4, 2020

Help Your Adult Children Take A Step Toward Financial Independence

Friday, October 23, 2020

What to Know About Medicare Before Retiring

Monday, October 19, 2020

How Much Life Insurance is Enough

Friday, September 4, 2020

Saving for College - Today

Friday, August 28, 2020

Protecting Your Nest Egg When You Are Unemployeed

Tuesday, August 25, 2020

Four Foundations to Financial Literacy

Friday, August 14, 2020

LIFESTYLEREAD 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....

Monday, August 3, 2020

How is your Retirement Savings Progress?

Friday, July 24, 2020

What To Know Beofre You Relocate in Retirement

Friday, July 17, 2020

Tempted to Tap Your 401(k)?

Monday, July 13, 2020

Your Emergency Fund

Monday, July 6, 2020

THE 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...

Wednesday, April 8, 2020

The Importance of Giving Kids an Allowance This is a great article to incorporate into your homeschooling! Definitely not something kids learn in school.

Friday, February 21, 2020

Start Your Financial Plan Now

Monday, January 27, 2020

Steps You Can Take to Protect Your Identity

Thursday, January 9, 2020

Easy and Fun Ways to Teach Your Kids the Value of Money

Monday, November 11, 2019

When Couples Differ On Money

Friday, October 25, 2019

Friday, October 18, 2019

Financial Fitness

Thursday, October 10, 2019

Teens and Social Media

Wednesday, September 25, 2019

Financial Detours to Avoid

Thursday, September 5, 2019

Friday, August 16, 2019

View of Wealth

Friday, August 9, 2019

Money Quiz

Monday, July 22, 2019

Are You Saving Enough?

Thursday, June 27, 2019

You Risk Protection Plan

Thursday, June 20, 2019

Monday, June 17, 2019

Filing for Social Security

Wednesday, May 29, 2019

Volunteer Vacations

Thursday, May 23, 2019

ESTIMATING 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...

Wednesday, April 24, 2019

A 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...

Tuesday, March 26, 2019

TRENDS 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....

Monday, March 18, 2019

9 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...

Tuesday, March 12, 2019

Saint 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...

Wednesday, March 6, 2019

SIX 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....

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...

Monday, February 25, 2019

A 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,...