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Financial Planning

Financial Planning

Spotting Fraud in Your Credit Report

Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking at and even spot potential fraud. Regularly reviewing your…

Financial Planning

A Penny Saved is Two Pennies Earned

Simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” This phrase…

Financial Planning Retirement

Helping Your Elders Find Care

Have you noticed Mom or Dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You’re not alone. Many of us will find ourselves making care decisions for our parents or other…

Financial Planning Investment

The Principles of Building Wealth

Building wealth is a goal that requires time, effort, and discipline. Don’t get sucked in by get-rich-quick schemes and too-good-to-be-true opportunities that can send you down the wrong path.  Although is seems like an overwhelming task, anyone can accomplish…

Financial Planning

What You Need to Know About Personal Loans

Are you considering taking a personal loan? First, it’s important to understand what it is before taking action.  A personal loan allows you to borrow money to pay for personal expenses as a form of installment debt. You might…

Financial Planning Retirement

10 Highlights of The Secure 2.0 Act

On December 23, 2022, Congress passed the bill containing the Secure 2.0 Act retirement provisions. This Act will reshape retirement tax incentives for years to come through changing existing retirement account rules and related tax breaks.  Here is a…