January 2021: Off to a Great Start

January 2021: Off to a Great Start

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
December: Planning ahead

December: Planning ahead

The holiday season is in full swing, and we have news that there will soon be an effective vaccine for Covid19. With so much going on in our lives, it is easy to overlook several of the important financial dates for this month, so here’s a reminder. December 31– Last...
August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead

One television commercial that has been around awhile has an actor ask the question “What’s in your wallet?” referring to a specific credit card. For this month’s Financial Tip, the question is “What’s in your credit report?” August is usually a time when people enjoy...