Recent Money Matters Blog Posts:
School, Taxes and Health Benefits
September is the 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 the third quarter payment for tax year 2022 is due September 15th
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 tools.
Your August Financial Tip: Check Your Credit Reports
Request one free credit report from each credit reporting agency to monitor your credits. You may consider a credit freeze.
Why are Some of Us More Vulnerable to Financial Fraud?
Fraud can happen to anyone. Age, income, education, and level of financial literacy do not matter. While no one demographic characteristic makes one person more susceptible to fraud than another, some people are more likely to be victimized.
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. Just as compounding can grow your money, consistency, which is the compounding of effort, can help you achieve your personal financial goals.
Are you overspending your budget? 7 tips on how to switch to savings
With a little bit of planning and deliberate decision making you CAN change from overspending to saving. Learning how to not overspend is difficult, but it can be done
Financial Tip for June 2022
June is a great month to review your annual spending plan and make adjustments. In addition to your monthly budget items, seasonal expenditures such as summer camp, day care, summer school, family travel, should be included.
What’s Your Current Financial Focus? Each decade you must change.
Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal finance management that will likely promote financial stability across your entire life. You’ll have an edge for sustainable improvement of your personal finances.
May – focus on the details
May is a great month to review your personal finances, update important information and to weed out financial documents you no longer need.
How to Teach Your Children About Money Management for the Long Term
Money. It’s a topic that is often difficult to discuss. Although it may be uncomfortable, children whose parents are more open about money will often go on to become good stewards of money themselves.