January 2021: Off to a Great Start

January 2021: Off to a Great Start

Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
The 5 Pillars for a Strong Financial Literacy Foundation

The 5 Pillars for a Strong Financial Literacy Foundation

1. Create a Budget and Track ExpensesCreating a budget and tracking expenses is vitally important in maintaining overall control ofincome and expenses. From spreadsheets to Intuit, envelopes or mobile aps, there are manyways to budget and track spending. Finding the...