Credit Cards Weighing You Down? Up your credit card savvy.

Credit Cards Weighing You Down? Up your credit card savvy.

Remember when credit cards were for travel, not grocery shopping? Recall the days before debit cards? We are all using plastic more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit...
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...
How to Protect Yourself from Scammers Using Fintech

How to Protect Yourself from Scammers Using Fintech

Financial scams and fraud are more prevalent than ever and fraud can happen to anyone. While technology has brought some of this on, it also provides new methods to protect yourself, loved ones, or clients from scammers. Let’s look at an assortment of popular fintech...
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...
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