Celebrate Your Financial Independence Day
In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers! In the United States, there are certain...
Celebrating 529 Day & Teacher Appreciation
This year, National Teacher Appreciation Week is May 8th – May 12th, and National Teacher Appreciation Day is Tues., May 9th. 529 Day (529 college...
DIY Investing vs. Hiring a Financial Pro
With the recent U.S. stock market euphoria after the surprise Trump presidential victory, people have become more optimistic about the prospect of investing when the...
5 Tips When Coming Into a Large Sum of Money
Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...
Traditional IRA Advantages & Disadvantages
Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...
Don’t Get Ripped Off When Getting Your Taxes Done
Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...
Five Tips for Tax Preparation
It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...
10 New Year’s Financial Resolutions
After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be....
What You Need To Know About Pension Options
If you are retiring or leaving your current employer for whatever reason (laid off, quit, etc.) and you have a pension, you may have the...
5 Steps to Take Before Buying a Home
Home ownership is not for everyone, but – for those who feel like it’s the right time to buy that certain house – there’s a...
