Tag Archives: banking
A financial review probably isn’t on anyone’s list of favorite fall activities. But putting some effort in now to max out savings, avoid overspending and understand exactly where you stand financially will set you up for a more prosperous (and less … Continue reading
“Poverty is hereditary – it comes from your children.” Comedian Phyllis Diller may have been joking when she said that, but anyone who is raising a child today knows that there’s nothing inexpensive about having kids. In fact, according to … Continue reading
If you haven’t done so already, taxes will be due before you know it! Here are some helpful resources to assist you in preparing: 1) Bonnie Lee of Fox Business outlines 5 tips for preparing for taxes this year. 2) … Continue reading
Although it may not always be a possibility for everyone, preparation is key. Remember, its’ never to early to plan for retirement. As this couple found out early retirement was achievable by making some quick drastic changes. In her article, … Continue reading
Reminds me of an earlier post here. Another topic your community wealth adviser can help you with!