Schedule Your Complimentary Review
Candidates run campaigns on promises and plans, but that doesn’t mean they ever come to fruition. The Biden administration will maintain a Democratic majority in both the House and the Senate for at least the next two years, giving him a greater opportunity to push through his agenda. However, in light of more pressing concerns, […]Continue reading
Financial Literacy Month suggests it’s time to take advantage of available tools, resources, and tips for financial education that can help increase your financial success. This month put yourself back in the driver’s seat! Do a thorough review of your bills, and you might find hidden fees that are pecking away at your hard-earned […]Continue reading
Bucks, bacon, dough, moolah, cabbage, cheddar, Benjamins, whatever you call it, money makes the world go round. With so many words used for the same thing, it’s not surprising that sometimes we hear financial terms but feel lost on the concept. Financial Literacy Month is the perfect time for a refresher. COMPOUND INTEREST Think […]Continue reading
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose. You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go…” ― Dr. Seuss, Oh, the Places You’ll Go! Retirement dreams come in all designs and visions, […]Continue reading
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money: Double-check […]Continue reading
As we head toward the finish line of 2020 and gear up for 2021, setting goals and getting your life in order should be a priority. One of the best places to start is by understanding your net worth and determining if you are on track to meet your goals. Your net worth provides a […]Continue reading
With warmer temperatures, longer days, and spending more time at home, summer may be the prime time for home renovations. Whether it’s repainting your home, building a backyard deck, or remodeling the kitchen, modifications can not only enhance your home, but also boost its overall worth. However, because your home is a significant financial investment, […]Continue reading
Life insurance proceeds can allow the bereaved to properly grieve without worrying about money. It gives families the financial protection that’s needed for potential funeral costs, living expenses, or even their financial future. If you’re on the receiving end of the policy, the large sum of money can present many challenges, but also a multitude […]Continue reading
Since its inception on August 14, 1935, Social Security has been instrumental in providing a foundation of income for many American retirees. Not only are Americans falling behind on savings for retirement, but Social Security was truly designed to replace only 40% of the average pre-retirement wages. In 2019, the average Social Security income paid […]Continue reading
Many of us get so caught up in the holiday madness that we toss our budget aside and fall into what seems to be a never-ending spending cycle. Last year’s report shows about 51% of Americans overspent their budget on holiday gifts and 28% are still paying off holiday debt from the previous year.1 You […]Continue reading
