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 […]
Going into the full-time workforce can be nerve-racking. There are salaries to consider, new expenses obtained, benefits packages to analyze, and not to mention the endless number of the credit card offers you are receiving. In order to feel as prepared as possible as you enter into this new and exciting time, there are a […]
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 […]
Your resolutions are set. Your vision board is complete. Your goals are written. You are ready for the year ahead. While big goals are a great way to set the path for your year ahead, there are things to keep in mind daily that will set you on the path to success in 2021. Do […]
Our third blog in the Generational Spending series will focus on those who make up nearly 25% of the population but produce 31% of the total US income: Generation Xers. Those in Gen X are in the 36-51 age range. Most decision-makers, both in families and in businesses, are in this group. While this generation […]
Those who were born between 1982 and 1996 are considered to be the Millennial Generation (or sometimes known as Generation Y.) These 22-36-year old individuals are either in the beginning or middle of their careers and also make up the largest generation in US history. Their money handling and spending habits differ from generations before […]
“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 […]
For business owners, the relationship you have with your CPA is much like a marriage. You enter into a serious agreement with certain ethics in place, and you expect your partner to hold their end of the bargain. However, like some marriages, these relationships sometimes end in disaster. As a business owner, you want to […]
Money transfer apps are becoming more popular than ever. The ease of exchange is a huge draw. Apps like Venmo, Apple Pay, and PayPal are even offering credit cards as their use continues to grow. Sound too good to be true? It might be. There are times where these apps are perfectly appropriate, but there […]
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 […]