Financial Tip for November 2022

Financial Tip for November 2022

As 2022 draws to an end, here are several time-sensitive financial tasks to consider. Year-End Retirement Planning Contribute to 401k plans by December 31st Deposits to your 401k plan are due by the end of the year. Typically, 401k contributions are made through...
October 2022 Financial Tip

October 2022 Financial Tip

If you have a family member who will be in college for the 2022-23 school year, October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...
School, Taxes and Health Benefits

School, Taxes and Health Benefits

September is the official end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated...
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...