Blog

We rely on our mobile phone for so many things - banking, emailing, texting, shopping, dating - it's important to remember we need to take steps to keep it secure, just like we do...read more

If you’re worried about money, it’s completely understandable. When the year started, stocks were trading at all-time highs while unemployment was at historic lows. That’s changed...read more

A large part of The CARES Act, passed last week to address the economic ravages of the COVID-19 pandemic, is the stimulus money that will be sent to many...read more

Everyone knows the importance of saving money - so why not set up an automatic savings plan? You can ask your employer to direct deposit...read more

Perhaps you’ve wanted to switch banks for a while, but the idea of moving your checking account is as appealing as a voluntary tax audit. We promise you – it isn’t that difficult, and only involves a few simple steps....read more

It's frustrating - you've finally put your budget together, but IT ISN'T WORKING! Here are a few reasons why budgets fail. See if any of these apply to you, and if so, recognizing the cause will make the problem easier to fix....read more

An important part of "Financial Wellness" is keeping track of your financial records - tax returns,...read more

If you're starting the budgeting process, it's helpful to know the language. Here are some terms to get you started:...read more

One of the most important - and often easiest - steps in putting a budget together is setting goals. (Who doesn't want to picture themselves...read more

An annual financial review is as important for your finances as a physical is for your health....read more

The holidays are quickly approaching, and with the glitter and glam can come stress, anxiety, and impulse. As Benjamin Franklin said, “Failing to plan is planning to fail.” Consider using some of these tips to keep from being overwhelmed, overworked, and overspent!...read more

While it might seem a little early to be thinking about getting your finances ready for year-end, it’s actually the perfect time since there’s still time to take action without...read more

Everyone has room for improvement when it comes to their financial habits. Many, if not most, of us live...read more

Tax-deferred retirement saving is one of the best tools for saving for your retirement, but all good things must come to an end....read more

When you applied for your mortgage, you probably did some homework to make sure you got the best deal. But do you know if that loan is still the best fit for you?...read more