6 Questions You Should Be Asking When Hiring a New Financial Planner
When deciding who should handle your finances, it's important to find the best advisor for your unique situation. These 6 questions can help your search go smoother.
The ABCs of Medicare: What Recent Retirees Need to Know About Their Coverage Options
You may be eligible for Medicare soon, but do you know the ins and outs of your coverage options? Here's a breakdown of Medicare Parts A, B, C & D.
Did You Know a Digital Detox Could Improve Your Finances? Here Are 5 Tips to Help Reset Your Spending Habits
Throughout the pandemic, we're spending more time than ever on our phones. Think it's time for a detox? Your bank account may thank you. Reset your spending habits with these 5 tips.
Amidst COVID-19, Are You Putting Too Much Into Your Savings? Here's The Compelling Reason to Start Spending More
Amidst COVID-19, it's perfectly understandable to want to save more money. Economic uncertainty, health concerns and ever-changing responsibilities compound our concerns. But a healthy economy needs money to move through it.
May Is Military Appreciation Month: 5 Financial Tips For Every Military Family
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
The Child Tax Credit 2021: What Changes Can Families Expect This Year?
If you have children under 18 in your household, you could be receiving an enhanced tax credit for the 2021 tax year. Here's what you need to know about this one-time change to the child tax credit.
Think We're a Good Match? A Helpful Guide for Referring Us to Your Friends & Family
Do you like working together? If so, there may be someone in your life who could benefit from our help as well. Here's a quick guide to referring us to your loved ones.
The Odds of Winning the Lottery Are Slim, Yet Billions of Dollars Are Gambled Each Year. Why Is That?
If the odds of winning the Powerball jackpot are one in 292.2 million - why play? We explore who tends to gamble the most, why they do it and the problems it can create for some.
