How to Organize Your Financial Records
What financial records should you keep and for how long?
What financial records should you keep and for how long?
Planning for a Once-in-a-Lifetime Experience: When it comes to life, I value experiences more than things. I also don't believe in "bucket-lists", I think it is better to create a "To Do" list. To do list are typically organized by priority, with the most important priorities at the top of the list and the least important at the bottom. What's great is that over time our priorities change, and we can move items up and down the list, even remove them. A bucket list has always seemed to be a fixed list of things we might like to do, but never do. Often a lot of planning can be involved to have a once-in-a-lifetime experience.
Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.
Fall is the perfect time to get in the kitchen and make some new, cozy recipes. Here are three of our favorites!
Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!
Fall is a season for change, which may also apply to your home! If you’re planning any fall home maintenance or renovation projects, we’re here to provide some guidance.
September is National College Savings Month! Use this month as an opportunity to learn more about how to save for college.
Stock volatility is an important metric to consider when building your investment portfolio. Here, we explain what it is and how it’s measured.
Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?
Did you know that August 21st is National Senior Citizens Day? Learn more about the holiday and discover ways to celebrate the older adults in your life, both today and every day!
When should you revisit your Estate strategy? What life events may necessitate an immediate review?
Safety deposit boxes are a great option for storing valuables and important paperwork. Learn more about this option and whether it’s right for you.
“Is it too late to save for college?” Saving for higher education tax efficiently is possible no matter when you start.
How does retirement planning differ for business owners? Its a lot different from retirement planning for employees.
We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.
How do you become a 401(k) millionaire? Follow these tips to help you reach the millionaire status.
How do do you talk to aging parents about their finances?
What are the 2025 Health Savings Account (HSAs) contribution limits?
AT&T announced today (7/12/2024) that a hacker obtained nearly ALL of AT&T’s customers call and text records. Companies such as AT&T, the federal government, banks and other financial institutions take cybersecurity very seriously. In spite of their best efforts, they can still get hacked. Trillions of dollars are at stake! Here's how you can protect yourself.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.