Financial DOs and DON’Ts (Part 1 of a 2 Part Series)
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The most common DOs and DON’Ts of helping others with their financial matters.
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Blog
Online Tax Accounts
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Friend or foe, technology is here to stay so let’s use it to our benefit!
Read More10 Tips for a Financially Happy Marriage
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Whether you’re already married or on the path to marriage, you need to be on the same page financially. Here are 10 Tips for a Financially Happy Marriage.
Read MorePlan the Wedding of Your Means
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The Millennial generation, on average, is waiting longer to get married than most previous generations. Here is a list of 5 things you should consider to keep from overspending for your wedding.
Read MoreFinancial Spring-Cleaning Tips
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Tax season is wrapping up and spring flowers are tempting us outside. Were you frustrated trying to gather documents to file that return? Financial spring cleaning can actually save you money.
Read MoreAdulting 101: Building Good Credit
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Your credit score affects more than just your ability to borrow money. Learning how to use credit responsibly is crucial to building a good credit history and keeping your credit score in a good range. Here are four tips to follow.
Read MoreThe Iced Tea Story
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Small changes to your daily spending habits can make a dramatic difference in your financial wealth.
Read MoreMaximizing Your Contributions
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Don’t miss out on opportunities to contribute money towards your retirement accounts and potentially lower your taxable income. Here is some helpful information about contribution limits and how they apply.
Read More2021 Tax Filing Tidbits
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Filing season for the 2021 income tax year has begun. Here are some tax tidbits for you.
Read MoreThe Value of Bonds
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I love to organize—papers, closets, financial lives, and anything else that I can get my hands on. To me, it’s exciting to take chaos and create order. Being an organizer, I’m also a chronic declutterer, always on the lookout for things I can get rid of.
Read MoreSuccess Requires Knowing Yourself
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How would Freud characterize your financial personality?
Read MoreWhat You Need to Know Before You Advance
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Things to consider before taking an advance on your inheritance.
Read MoreBe Your Own Investing Cheerleader
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If you’re not taking enough risk with your investments, you may not be able to grow your investment portfolio enough to outpace the rate of inflation.
Read MoreRinging in the New Year with New Rates
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Here is what you need to know about 2022 retirement contributions.
Read MoreThe Safe Withdrawal Rate
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Most people want to enjoy their retirement—doing things and going places while they are still young enough to do them—all the while making sure they don’t spend their nest egg too quickly.
Read MoreBackdoor Roth IRA
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Among the many provisions in the trillion-dollar-plus legislative package being debated in Congress is a provision to eliminate a strategy called the backdoor Roth IRA conversion.
Read MoreAfter the Honeymoon
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Settling into married life is a process and the happy couple will, over time, find what works best for them. What financial planning issues does a newly married couple need to address?
Read MoreThen and Now
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The world has changed over the past 50 years, and some say jobs were more plentiful and paid more back then versus what they do now. Gail Gill puts this into perspective.
Read MoreBe Intentional About the Future
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Estate plans can pose some tax issues if not thoroughly thought through. Here are some tips on how to be intentional about the future.
Read MoreWhat Does Money Mean to You?
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As a financial planner, one of the most important things I need to understand about my clients is what money means to them. What does money mean to you?
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