The Dos and Don’ts of Debt Repayment

The Dos and Don't of Debt Repayment Consumer debt is an extremely contradictory part of our personal finances: it’s at once common and incredibly personal. According to numerous sources, the majority of US adults owe money in some way, shape or form—and yet what this consumer debt represents can vary drastically from person to person. [...]

2019-02-13T16:57:53-04:00February 13th, 2019|

3 Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about [...]

2019-02-06T08:44:18-04:00February 6th, 2019|

When Is Social Security Income Taxable?

Social Security and Your Retirement When is Social Security income taxable? The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since [...]

2018-11-20T14:49:48-04:00August 24th, 2018|

Growing Your Money Locally

Growing Your Money Locally 5 Totally Free Things You Can Do to Support Your Local Economy Supporting your local community is a positive thing—it builds relationships, it strengthens the local economy, and it makes your neighborhood a happier and healthier place to work and play. The most obvious way to support your [...]

2018-08-06T13:23:11-04:00August 6th, 2018|

7 Tips for Tracking Down Your Dream Career

7 Tips for Tracking Down Your Dream Career Choosing a career is tough Whether you’re a new grad or considering a career change, it’s easy to feel overwhelmed when tasked with selecting your next gig. And why shouldn’t it? It’s an enormously costly decision, in terms of both time and money. In [...]

2018-06-07T09:17:06-04:00June 7th, 2018|

Smart Strategies for Investing in a CD or Money Market

Smart Strategies for Investing in a CD or Money Market Reflective of market trends, CD and Money Market rates are on the rise. While not at the levels that you or your parents may have cashed in on during the 80s, these investments still offer a solid savings strategy and [...]

2018-07-10T14:39:50-04:00June 6th, 2018|

Rethinking Diversification

Rethinking Diversification In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Join us for a no-cost, no-obligation informational seminar that can [...]

2018-05-30T15:16:58-04:00May 30th, 2018|

Kids & Money: It’s never too early to start teaching kids the “money” facts of life

Kids and Money It’s never too early to start teaching kids the “money” facts of life. April 24th is Teach Children to Save Day! Being a parent can be a tad overwhelming at times. But taking just a few minutes every day, you can foster solid money management skills in your children. [...]

2018-04-23T14:42:50-04:00April 23rd, 2018|
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