• Tax Refund? Here's How You Should Spend It

    Published Wednesday, February 24, 2016

    While the April tax deadline may still be more than a month away, the thrilling idea of getting money back is something many look forward to even before our taxes are filed.

  • Financial Must Reads As 2016 Begins

    Published Tuesday, January 19, 2016

    As the first weeks of 2016 are underway, now makes a perfect time to prepare for the year moving forward. As you are starting that diet, joining a gym or partaking in some other type of resolution, what else should you have on your horizon?

  • Time to Review Social Security Filing Strategies

    Published Monday, November 23, 2015

    In early November, Congress and President Obama signed into law the “Bipartisan Budget Act of 2015” that will change the strategies some retirees will use when filing for Social Security benefits.

  • Piggy Banks: Fun Teaching Tool

    Published Sunday, November 1, 2015

    Piggy banks are not just a toy in which kids deposit their money. They are a valuable tool for teaching numerous life-long concepts about money management. Beginning at the age of 4, children can learn basic financial concepts to lay the foundation for making good financial decisions for their future. Piggy Banks can be used in the home to help teach more»
  • The ABCs of IRAs

    Published Saturday, August 1, 2015

    The ABCs of IRAs If you want to retire someday, and enjoy a comfortable lifestyle when you do, consider opening an individual retirement account (IRA) now. There are several types of IRAs but the two most common are traditional IRAs and Roth IRAs. Both offer excellent tax advantages, as well as the benefit of compounding interest on the money you more»
  • Health Savings Accounts

    Published Monday, June 1, 2015

    With all of the recent changes to healthcare coverage and insurance plans over the past couple of years, most people have been affected by the new rules and regulations in one way or another. For many, increased monthly premiums and co-pay amounts or high annual deductibles are the result of these new healthcare guidelines. While there certainly are more»
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