Blog

DOING MORE WITH LESS

Mar 23, 2017
Less is more. That familiar concept has picked up momentum with a movement toward minimalism that has taken many forms. This minimization sensation has had an influence on what people are eating, how they…

Should You Be Contributing to an IRA?

Mar 15, 2017
Contributing to a traditional or Roth individual retirement account (IRA) can be a great way to save for retirement, but are you even eligible to contribute? Here's some information on the requirements…

What You Need to Know About Capital Gains and Losses?

Feb 22, 2017
WHEN YOU SELL AN INVESTMENT, the difference between the price you receive from the sale and your basis (generally what you paid for it) is either a capital gain or a capital loss. If you sell at a profit,…

14 Financial Tips for Millennials

Feb 16, 2017
With two children who happen to be millennials, I see firsthand the unique personalities built into this new generation. Even though they have been dubbed the “Me Generation” and labeled as entitled or…

FIVE THINGS TO KNOW ABOUT ABLE ACCOUNTS

Feb 15, 2017
Achieving a Better Life Experience (ABLE) accounts are new tax-favored savings accounts offered by states that enable certain individuals with disabilities to save for qualified expenses without losing…

How to Create a Financial Safety Net: Prepare for Life's Unwelcome Surprises Part II

Feb 09, 2017
Following are more tips on how to create a safety net that can help protect you financially from the challenges you may face one day. To view Part I please click here. Plan for the possibility that you…

How to Create a Financial Safety Net: Prepare for Life's Unwelcome Surprises Part I

Feb 09, 2017
Following are some tips on how to create a safety net that can help protect you financially from the challenges you may face one day. Stash some cash for an emergency. An emergency fund is an important…

2017: Take the Opportunity to Live Well

Jan 09, 2017
Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, “Ring out the false, ring in the true.” So in that spirit, we pose two questions: 1. Do you feel wealthy?2. Do you feel “well-thy”? In…

Federal Student Loan Repayment Tips for Recent Grads (Part Two)

Nov 11, 2016
If you recently graduated or left college, you may need to begin repaying your federal student loans soon. Here are a few tips that may help. Consider consolidating your loans. You can consolidate most…

Federal Student Loan Repayment Tips for Recent Grads (Part One)

Nov 07, 2016
If you recently graduated or left college, you may need to begin repaying your federal student loans soon. Here are a few tips that may help. Determine when repayment must begin.  Federal student loans…