Summer’s officially over, and your teen’s seasonal summer job has probably ended. But it was good while it lasted, right? They had cash to spend and probably learned a little about personal finance and time management along the way. Just because the days are growing shorter doesn’t mean part-time employment (and all the great side […]
There’s nothing quite like the beginning of a new school year. No matter what age your children are, there’s always a little excitement in the air. And it’s always fun snapping that “First Day of School” photo and comparing it to last year’s! That first day will be even more memorable if you feel like […]
The thought of moving out on your own for the first time can be exciting. There are so many choices and so much freedom! But, with all those decisions to make, it can be easy for you to overspend. Let’s dig in on creating a budget that will help you with the leap to independent […]
Weddings are one of the most joyful occasions you can celebrate. There’s nothing better than family and friends gathering to help send newlyweds into a bright future. But before the big day, a lot of planning has to be done. Some of it is pretty obvious. Other things are not so evident, but they can […]
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 […]