Budget
7 Ways To Boost Your Savings
Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer match. If they’ll match 3%, you’ve just covered 6% of your retirement savings goal when…
Read MoreSocial Security Myths and Misconceptions
RETIREMENT & LONGEVITY Learn how to get the most from your hard-earned benefits. There’s no doubt about it. Filing for Social Security can be daunting. There’s a ton of information – and misinformation – to weed through, as well as the need for some calculations based on several variables. Your benefits depend on your age,…
Read MoreGet to Know Special Needs Trusts
ESTATE & GIVING Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance. Caring for a family member or friend with a disability or special needs can be difficult to navigate without expert help and the right plan. Whether due to an accident or mental…
Read MoreTax Season 2019 Is Here: This Is What You Need to Know
January not only marks the beginning of a new year (or sometimes even a whole new decade), but also starts a season of feverish paperwork gathering and appointment setting in preparation for the quickly approaching tax filing deadlines. Curious what the markets have been up to so far this year? Please feel welcome to…
Read MoreAvoid These 4 Financial Planning Pitfalls To Step It Up
Financial success is all about intention and, you guessed it, planning. All too often, people simply do not give enough consideration to not only create an initial vision and plan but ensuring to revise that vision and strategy as their lives evolve. When it comes to your plans for the financial future, what -is-…
Read MoreSimple Guidance for the Complex Decision of Student Loans
Scribbling your signature on a piece of paper (or sometimes even just clicking on a computer) to take out a student loan for college is an easy, fast process. Quite possibly, too quick and easy. Though simple to agree to, taking on the responsibility of student loan debt is a big decision and should be…
Read MoreFacing the Truth and Creating a Budget
An unfortunate reality is that many people do not have an accurate picture of their financial well-being. All too often it can be easy to fall victim to the mentality of not wanting to honestly analyze your financial decision-making and priorities and face where you may feel you’ve made a misstep. This leads to either…
Read MoreYour Golden Ticket: 6 Ways to Manage Your Credit Score (With Minimum Effort)
Loans applications, debt payments, and interest rates are part of everyday reality for millions of Americans. Whether it’s car payments, student loans, the mortgage on your dream house, or something else, debt is common and sometimes necessary, which is why it’s so imperative to manage your credit score to ensure you get the most out…
Read MoreTake Your Financial Future Off Autopilot & Grab The Control Wheel
As the old saying goes: “the best-laid plans of mice and men often go awry.” This adage is true for almost anything that requires planning, which includes your financial future. All too often, clients will figure out an outline of where they want to be in the next 10 or 20 years, but then they…
Read MoreThe Critical Importance of Financial Education at a Young Age (And Why It Isn’t Negotiable)
It is an unfortunate reality that many times, kids do not get adequate (or really any) financial education while in school. However, this is a fundamental survival and life skill that needs to be taught to youth from very early. It is essential that this trend changes to serve our children better as they grow…
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