Organizing Tax Paperwork for Easy Tax Filing

Organizing Tax Paperwork for Easy Tax Filing

I know what you’re thinking: the month of February is bad enough with its bleak weather. Winter doldrums shift into high gear. Many of us have been stuck inside due to successive winter storms or frigid temperatures, our patience running low with family members and...
Finding Peace of Mind with a Digital Vault

Finding Peace of Mind with a Digital Vault

Imagine the relief of knowing your family’s important information is organized, securely stored and accessible whenever it’s needed.  That’s the promise of digital vaults — platforms that provide safe, centralized hubs for keeping sensitive documents and information....
When Building a Budget, Keep Your “Why” in Mind

When Building a Budget, Keep Your “Why” in Mind

When building a budget, keep your “why” in mind Creating a budget is a fundamental step toward achieving financial stability and reaching your financial goals. However, the process can sometimes feel overwhelming or restrictive. The key to a successful...
Emergency Funds: An Important Part of Your Financial Strategy

Emergency Funds: An Important Part of Your Financial Strategy

When you think of your financial portfolio, your emergency fund probably isn’t the first thing that comes to mind. You’re more likely picturing your investments, retirement accounts, and that hot stock tip you’re hoping will pay off. But the truth is, your...
Check Safety in the Age of Identity Theft

Check Safety in the Age of Identity Theft

   Check writing has some pitfalls It used to be that check writing was a way of life. It was the only way to pay bills or send money to a grandchild for their birthday. In 2022, FinCen, a unit of the U.S. Treasury Department reported a whopping 84% increase in check...
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