Correcting your retirement course

Utilizing your Plan B can turn into something beautiful. Throughout your life, your journey may consist of several years of working, saving, and planning for your goal lifestyle. You might encounter a detour on this journey. It is okay to be faced with the unexpected, you are not alone. What now? The transition into retirement…

Continue reading...

Sources of Liquidity That You Should Have

Proactive liquidity management allows for more flexibility when approaching purchases. What access do you have to the different forms of liquidity (credit card, cash, home equity line of credit)? Do you need another line of credit? Credit can be a positive thing to have because it creates more options and flexibility. This flexibility is important…

Continue reading...

10 Things Your Kids Do Not Want to Inherit

Do you really know the heirlooms your children really want? Many people are taking the time to organize their cluttered homes and closets with spring cleaning coming up. You may also be creating lists for your family members to pick up or inherit in the future. Let’s take a look at what people don’t value…

Continue reading...

3 Tips for when the IRS Owes You

If you beat your goal of breaking even, consider these ideas for refund. The main goal of doing your federal income taxes is coming out even or even getting a small refund back. As a tax preparer, breaking even is going to be the finish line. It is not impossible to receive an unexpectedly large…

Continue reading...

2022 Data Privacy

As our lives become more digitally integrated, our data becomes more valuable. Have you looked into the privacy terms and conditions for your devices? As a consumer, your concerns about privacy needs to stay limited. Keep reading to learn about some tips to minimize the amount of information the data collectors can access and resell.…

Continue reading...

Navigating the Financial Burdens Through a Divorce

Divorce is not easy; it is a stressful time for anyone to undergo. This is expected to be amplified for women. Pew Research found that in the US, women’s financial contributions to marriages have steadily been increasing in the last four decades though men still earn more in 69% of heterosexual relationships. Typically, women’s finances…

Continue reading...

Increase Your Financial Privacy

Your digital presence is added on to everyday. Our regular day to day activities leave a trail behind us, it’s as simple as a phone call, credit card swipe, website click, etc. Service providers want your data and will get as much of it as they can. Service providers goals are to collect and monetize…

Continue reading...

Who, Where, What, When it Comes to Estate Giving

Have you decided who will receive what from your estate and when they will receive it? This process can be typically difficult and comfortable. Many ask the questions: Do you decide based off of who wants what? Or who deserves what? Or which family member is prepared and able to handle? Continue reading for a…

Continue reading...

Seek Your Benefits and Contributions This Upcoming Season

2022 is right around the corner, so it’s time to begin fine-tuning your contributions to retirement and health accounts. Tax season is about to jump start, it’s in your best interest to begin preparing for tax filing. The key to being successful is by knowing your dates: Winter 2022 Market Closures Jan. 17: Martin Luther King…

Continue reading...