Financial Tip for June 2022

Financial Tip for June 2022

Review and Plan June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget...
What’s Your Current Financial Focus? Each decade you must change.

What’s Your Current Financial Focus? Each decade you must change.

In a world of few truisms, there is one that’s very consistent: the steady path to building wealth requires that you start saving from a young age. Developing financial literacy early fosters good financial habits around saving, spending, and other aspects of personal...
Dementia Discussions Podcast

Dementia Discussions Podcast

  Twenty years ago, Natalie Stanger started a company to “help seniors do the things they could no longer do or didn’t want to do,” and it’s kept her busy ever since. Natalie talks about how she got into the world of geriatrics and found her niche as a Daily...
January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

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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