Though it’s not a glamorous or fun topic to discuss, having a will in place for you and your family is a vital piece of planning for your future. But when is the right time to get your will drawn up? We will cover some basics about wills and some important information to ponder when […]
According to studies, nearly 53% of adults have anxiety surrounding their financial matters. This anxiety is largely due to a lack of education surrounding financial literacy. So, how can we begin talking about money with kids so that they are able to learn the basics surrounding finances and become financially literate? We have laid out […]
It is likely that in meetings with your financial advisors the topic of generational wealth has been discussed. Many people have different perspectives on if generational wealth is right for their families. However, to increase financial literacy, it’s important to know a few basics about generational wealth. What is it? Simply put, generational wealth represents […]
On Thursday, March 11, the President signed into law the $1.9 trillion American Rescue Plan. While this does include another stimulus payment for eligible taxpayers, it also includes a large one-year increase to the Child Tax Credit. What is a Child Tax Credit? Child Tax credits were implemented to assist parents and/or caregivers to help […]
It is no secret that we are in desperate economic times. Unemployment is high, job availability is low, and we still continue to battle COVID-19. While times are tough on many people’s wallets, their spirit of holiday giving does not necessarily cease. So, how can you evaluate gift-giving and frugality at the same time this […]
Wedding vows: check. Awesome reception: check. Relaxing dreamy honeymoon: check. Now what? It’s easy for couples to get caught up in the midst of planning and executing a wedding. It’s a very big day for couples, and it requires a lot of attention to detail for several moving parts and pieces. But once the festivities […]
It’s that time of year again: back-to-school shopping. Pencils, planners, uniforms, and other supplies are on the list or in our online shopping cart. This year, however, things may look a little different in the midst of COVID-19. There are items that might be on your supply list that have not been in previous years. […]
“Desperate times call for desperate measures.” We all feel the weight of this when it comes to COVID-19, but a pandemic isn’t the only time where our friends and loved ones are in financial straits. It’s not uncommon for those who are in financial hardship to ask for personal friends and family for loans. Many […]
Congratulations! You’ve just tied the knot. You’re unwrapping all the gifts you received now that you’re back from your honeymoon, and you’re starting your lives together under one roof. April rolls around, and it’s time to file taxes. You see a little checkbox for married (how cute?!), but you see there are more options: Married […]
While the hotter weather is a sign of summer and vacation skies, there could be an increase in your electric bill, and no one enjoys seeing that increase. Many often wonder why their electric bill increases so much throughout the summer months, and the answer is simple- most of us in summer months need all […]