Your August Financial Tip: Check Your Credit Reports

Your August Financial Tip: Check Your Credit Reports

August is usually when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before returning to their usual September schedules. Taking time off from one’s regular routine is good for...
Consistency is the key to financial independence

Consistency is the key to financial independence

We are almost halfway through! For some of us, it has been a challenging year, for others an ongoing process.  For most of us, it has been an awakening – a new experience as we are coming out of our post-pandemic hibernation.  How will you embrace the remainder of...
Financial Tip for June 2022

Financial Tip for June 2022

Review and Plan June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget...
May – focus on the details

May – focus on the details

May is a great month to review your personal finances. National Financial Literacy was celebrated throughout the month of April and provided many resources and strategies to manage your finances. Now is the time to apply those financial strategies to your own...
April is Financial Literacy Month Too

April is Financial Literacy Month Too

Tax Day: The deadline to file your 2021 taxes is April 18th. I am sure that everyone gathered all your tax related documents and provide them to your Certified Public Accountants as soon as feasibly possible. Wink wink. Once the tax forms are prepared and received...
March: Down to the Wire for Taxes and Looking Forward

March: Down to the Wire for Taxes and Looking Forward

March is often considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down to give the information to your tax preparer as soon as possible for filing by April 18, 2022, deadline. If you plan to...