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Not your normal mid-year review for a not your normal year

Not your normal mid-year review for a not your normal year

All of the financial plans you made at the beginning of this year might have changed drastically over the last few months. With a changing situation it is more important than ever to review your current financial situation and update your...

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The Important Mid-Year Numbers To Check

The Important Mid-Year Numbers To Check

Wondering if you are making progress on your financial goals? The Following are the six most important numbers to check semi-annually. If you established goals at the beginning of the year, then you will be able to see your progress. If you...

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Avoid becoming a victim of a fraud or scam

Avoid becoming a victim of a fraud or scam

Frauds and scams are always around but in certain times, like what we are experiencing now, the fraudsters recognize there is an opportunity for more success because we are likely distracted by other concerns.
 

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Financial vows couples should be making

Financial vows couples should be making

Whether you are getting married this summer or fall or moving into a committed relationship, making and keeping promises to each other are the cornerstone of a successful relationship. There are a few financial vows that couples should exchange as...

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Difficult times call for tough decisions

Difficult times call for tough decisions

Your financial plans for 2020 have likely been altered from your original plan. Whether those changes are minor or very significant, it is important that you confront those changes and look to take action to redo your plans for 2020 and take the...

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Financial preparedness should be a top priority

Financial preparedness should be a top priority

June is national safety month and one important consideration is making sure you have financial plans for any circumstance that might arise. Protecting you and your family from financial calamities should be an important part of your overall...

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Should you change your financial advisor?

Should you change your financial advisor?

Are you satisfied with your relationship with your advisor? Your financial advisor is the key person on your financial team who can help you guide your efforts to achieve your desired goals. This relationship is one that should be evaluated...

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Paying for college: 529 plans, student loans and more

Paying for college: 529 plans, student loans and more

If you have children one topic that is often discussed is how to pay for college. Regardless of the age of your child it is always important to consider all the options available. With the 529 plan day coming up this week, now is a good time to...

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Tone up for the summer, financially speaking

Tone up for the summer, financially speaking

Summers can be a surprisingly expensive time and this summer could even be more expensive amid all the changes. Getting your finances toned up for the summer doesn’t have to be difficult, it just requires a couple of easy money moves.
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