Financial Planning

Prepare for 2021 with a few money moves that will give your finances a leg up in the new year. Whether you are preparing for tax season, managing your investments, or making decisions about your retirement and health savings accounts, these tips will help you get the most out of your money.

Decorating your home, buying gifts and making elaborate holiday meals are just a few of the things that make the holiday season so special year after year. Holiday fun is a great escape from the doldrums of everyday life, but all that fun and diversion can get pricey. Instead of spending on the holidays and […]

Setting goals is often easier said than done, especially when finances are involved. We would all like to make more money, pay off debt, start investing or make a big purchase. However, knowing how exactly to bring those wishes to life can be tricky.

Between February and March of 2020, the number of Americans who filed for unemployment benefits rose from 6.5 percent to an unprecedented 14.7 percent. This is an all-time high for the nation, and although unemployment rates have started to come down, everyone who received benefits will have to take them into account when they file […]

We look forward to the holiday season every year as a time to set aside our worries and focus on celebrating with family and friends. With this in mind, it’s especially important that you make a sound holiday spending budget so that financial concerns don’t get in the way of your fun. 

Money management can be tricky, but it’s much easier in 2020 with the wide variety of personal finance apps that are available. With just a few swipes on your smartphone, you can view your portfolio, track your bills and maintain your budget while on-the-go.

When your employer offers a retirement savings plan like a 401(k), saving for retirement can seem easy. These plans allow you to automate your savings so you can set it and forget it. If your employer doesn’t, not only do you miss out on benefits like a savings match, but you may not know how […]

Summer is one of America’s favorite seasons for spending. It’s a time to take vacations, tackle big home improvement projects and spend money on events like weddings, concerts, parties and family reunions.  When you are trying to maximize your summer fun, it can be tempting to overspend on everything from travel to the latest gear […]

If you’ve explored your credit card options or looked into a mortgage or car loan, you’ve likely come across the term APR. This number can be a quick way to compare borrowing costs, but understanding what goes into the calculation and what this percentage truly means can be tricky.

“I never thought I’d consider bankruptcy” Does this sound familiar? As you research the impact of bankruptcy you may be questioning what will happen with your financial future if you move forward. It can be difficult to find resources that describe the aftermath because every bankruptcy experience is unique. While we feel comfortable going to […]