Feb 10, 2025
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...
Dec 13, 2024
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...
Dec 1, 2022
For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
Jan 7, 2022
“When Lisa Wiseman became an advisor in 1999, she expected to manage clients’ investments and provide comprehensive financial planning. She didn’t expect to help them pay bills. More than 20 years later, she’s doing some of both.” So...
Jan 1, 2022
Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
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