Archive for the ‘Uncategorized’ Category

Get going! 5 financial moves to make right now

Get Going! 5 Financial Moves To Make Right Now

The wait-and-see approach works for some money strategies, like your retirement investments. But other times, not doing anything is a real financial bust! Learn what money moves to make ASAP. Create an emergency fund Could you afford a significant, unexpected event like a hospital stay, a major car repair or (more…)

Understanding The Ins And Outs Of Your Credit Score

Understanding The Ins And Outs Of Your Credit Score

You’re probably aware of how important your credit score is when you’re applying for a loan or line of credit. But what do you know beyond that? Learn what your credit score means, how you can improve it, and why your credit score may differ depending on where you get (more…)

Why You Need a Financial Plan

Why You Need a Financial Plan

Go from Dreaming to Doing Are you a dreamer, a doer, a procrastinator or a planner? Dreamers tend to have big goals for the future with few plans for making them happen. Doers are action-takers who focus on meeting today’s demands and may overlook big-picture planning or dreaming about the (more…)

Holiday spending snapshot

Have you started your holiday shopping yet? Setting a budget for how much you want to spend can help you avoid financial headaches after the holidays. Most people plan a budget for holiday shopping, but how many stick to their budget? Source: NerdWallet’s 2017 Consumer Holiday Shopping Report   Boost (more…)

Fast Facts about Digital Currency

Do you know what bitcoin is? Bitcoin is a type of digital currency that can be used to make virtual payments anywhere in the world. Bitcoin is maintained by a decentralized network of computers that track all bitcoin transactions, unlike traditional payment networks that are run by a credit card (more…)

529 Plans: Not Just for Higher Education Anymore

If you’re looking for a way to invest for your child’s or grandchild’s education, you may want to take a closer look at investing in a 529 savings plan. The Tax Cuts and Jobs Act modified the Internal Revenue Code, expanding the use of 529 plans from being used only (more…)

How Much Debt Is Normal At My Age?

Are you feeling overwhelmed by student loans or credit card debt? If so, you’re not alone. Consumers of all ages are carrying debt and it’s hampering people’s ability to reach certain financial goals such as buying a home and saving for retirement. Whether you’re just starting out in the workforce (more…)

Hurricane Supply Checklist

It’s that time again! Are you ready? (more…)

Avoid Major Headaches When Naming Minors as Beneficiaries

Naming children as beneficiaries or contingent beneficiaries of an insurance policy, retirement account or payable-on-death account seems a natural way to provide for those you love. But special care must be taken to ensure that, should the children inherit as minors, the money provides for them in the way you (more…)