August: Living in the Moment and Looking Ahead

August: Living in the Moment and Looking Ahead

August is usually a time 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 heading back to their usual schedules in September. Taking time off from one’s regular routine...
July: Consistency is the key to financial independence

July: Consistency is the key to financial independence

Consistency is important in all aspects of life and even more so to help meet your personal financial goals. Many of us have big goals; but, often, we do not realize that we achieve those goals by small actions and good habits. Just as compounding can grow your money,...
Financial Tip for June 2021: Review and Plan

Financial Tip for June 2021: 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 items, seasonal...
May Financial Tip: Focus on The Details

May Financial Tip: Focus on The Details

May is a great month to review your personal finances. This is especially relevant in 2021 because due to IRS changes, the new deadline for submitting your taxes is May 17th National Financial Literacy was celebrated throughout the month of April and provided many...
April is Financial Literacy Month

April is Financial Literacy Month

NEWS FLASH: The deadline to file taxes has been extended to May 17th. “Individual taxpayers can also postpone federal income tax payments for the 2020 tax year due on April 15, 2021, to May 17, 2021, without penalties and interest, regardless of the amount owed. This...
March: Down to the Wire for Taxes and Looking Forward

March: Down to the Wire for Taxes and Looking Forward

March is often the considered the “crunch time” for tax preparation. This is a time when missing documents and other tax forms should be tracked down in order to give the information to your tax preparer as soon as possible for filing by the April 15th deadline. If...
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