We’re moving into tax season. Let's take a look at red flags that might get the attention of the IRS, to help reduce your chances of a tax audit.
Read More
What was the last money mistake you made?
If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
As we move into 2024, it’s a good time to review what it means to be financially fit. Financial Fitness is more than just having a pile of money; it's about
Read More
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. Here’s a handful of
Read More
As we move into 2024, it’s a good time to look at some key data that can equip you for prudent tax planning.
Read More
As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months.
It's a time to celebrate successes, learn from setbacks
Read More
It’s that time of year when you make lists…and then check them twice. The same goes for your year-end financial planning.
Read More
Many of us will need long-term care at some point in our lives. Here are six steps to help you think—and begin planning for—your possible long-term care needs.
Read More
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Home improvements do add to your house’s comfort and value, but there are unscrupulous contractors out there who view the older homeowner as an ideal mark.
Read More
Many younger folks believe that Medicare covers all expenses. It doesn’t. While coverage is broad, it does not take care of everything.
Read More
