Congress Passed a Stimulus Package – Now What?
We understand that this is a difficult time for everyone, and it can be overwhelming trying to understand the impact of COVID and the actions being taken as a response. Congress recently had a unanimous vote to pass a historic $2 trillion stimulus package called the Coronavirus Aid, Relief and Economic Security Act (CARES Act). […]
Continue reading ›Aging at Home as Part of a Village
The Baby Boomer population is aging, and with their retirement is on the horizon, many are giving more thought to where they will be living during retirement years, accessibility to medical care and social circles. With many seniors preferring to “age at home” rather than a typical nursing facility, there has been a development of […]
Continue reading ›What the SECURE Act Means for You
As of January 1, 2020, many changes from The SECURE Act will become effective. Some of the more notable changes that could impact your financial future involve the following: Major Changes by New Law: Required Minimum Distributions (RMDs) Start at 72, not 70 ½ Traditional IRA Contributions After 70 1/2 Inherited Retirement Accounts Adoption/ Birth […]
Continue reading ›Ways to Cut Wedding Expenses
Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October. There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]
Continue reading ›5 Money Lessons to Teach Kids at Different Ages
Teaching your children about money can seem like a grueling task since it is not something that is covered in school curriculum, however, financial skills are crucial for navigating life. The good news is that you can use your day-to-day activities as learning experiences by working money concepts into your children’s games, choices and goals […]
Continue reading ›How to use Artificial Intelligence During your Job Search
Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through the resumes to find the applicants that best match what they are seeking. While this is great for companies, a lot of qualified […]
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How Investing in your Health can lead to Greater Wealth
Our generations are fortunate enough to be educated on what to eat, what to avoid and know the importance of exercise and staying active. These are all actions to help us live longer. At the same time, advances in medicine to help extend our lives are being made. So, what does this have to do […]
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How To Survive the 2019 Tax Season
Tax prep is not something many people associate with joy or excitement but it is something that individuals and businesses must prepare for each year. Due to the recent 2019 tax overhaul, many people are even more worried and anxiety ridden about their tax returns. By being proactive, knowledgeable and prepared here are a few […]
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Financial New Year Resolutions
The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down the big goal into […]
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Year End Financial Checklist
The holidays are approaching, and it can be tough to find time to organize your financial life. While it seems so easy to push off your financial planning needs until the New Year or group them in as a New Year’s Resolution, there are several financial moves that can be made this year to allow […]
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