Recent Money Matters Blog Posts:
Why and How to Build a Financial Dream Team
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.
July: Financial Independence is the Goal!
We are officially midway through the year! July is a great time to pause and review your financial state.
Is it Time for the Daily Finances Talk with Your Aging Parents?
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help.
June: Taxes, Graduations, and Summer Expenses… Oh my!
This year the IRS deadline has been extended to July 15th. Be sure to submit your federal estimates via mail or online no later than July 15th. But, some states have not extended their deadline
Financially Comfortable? How to save time on daily money management
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.
Be Aware of Coronavirus Scams
Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.
Are you prepared for an emergency?
It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.
May: It’s Almost Mid-Year. Let’s Regroup and Focus on Some Details!
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person designated whom you wish to benefit can be an unfortunate mistake.
COVID and Cash: Paying Bills In Uncertain Times
Developing a plan for paying bills means examining and prioritizing all expenses and separating wants from needs.
April: It’s Tax Time!
The beginning of April is Money Smart week!