How to Prepare for Tax and Estate Planning Changes

Unprecedented. A word we have uttered quite a bit over the last 14 months. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an unprecedented amount of stimulus passed by Congress, and an unprecedented recovery. While the recovery is underway, this isn’t to say all segments of the economy or even the people […]

Not Every Financial Shock Makes the News

It has been challenging over the last several months to turn on the news and not hear the talking heads discuss how the COVID-19 financial shock has impacted the economy short-term and the potential long-term ramifications. COVID-19 aside, many people experience their own personal financial shock and it is not making news headlines. Every day […]

Find Extra Money In Your Entertainment Budget

Having a budget gives you the most control of where your money goes. If you have goals of saving for retirement, buying a home or car, paying for a child’s education, then this is the tool to help you achieve those goals. Without it, you may just keep asking yourself “where did all my money […]

4 Ways to Help You Create A Budget so You Can Build Savings

Create a Budget Step 1: Look at your bank statement for the previous month to capture how much you have already spent and categorize it. Examples include groceries, gas, eating out (this includes fast food and coffee breaks), entertainment, miscellaneous, etc. This will give the reality of where your money has been going. Some online bank […]