As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. Continue reading
Category Archives: Budget
Financial Planning for New Parents
As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. Continue reading
How to Save by Resetting Financial Goals at MidYear
The lazy days of summer are over and September brings new energy as everyone begins to focus on what needs to get done before the end of the year. It’s a time to take a fresh look at your financial health and recalibrate any items that need to be adjusted. Continue reading
Commonly Forgotten Travel Expenses
Heading out of town for fun, rest and relaxation? Thinking about renting your space out for vacationers? Don’t forget your sunscreen and make sure you have planned for the unexpected. Continue reading
When to Refinance Your Mortgage
To determine if refinancing your home mortgage is worthwhile, you’ll have to weigh the costs of refinancing against how long it will take you to recoup those costs. Continue reading
6 Ways Your Finances Affect Your Relationships
If you can’t help falling in love, and you think that love will keep you together remember that the power of love is not enough if you and your spouse cannot agree on how to handle your finances.
Ok, enough of the romantic puns!
According to Psychology Today*, money issues are the top reason relationships fail. Arguments over money tap into some of our deepest emotional needs and fears, such as trust, safety, security, power, control, and survival. Continue reading
Test Your Knowledge of Financial Basics
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you’ll find details to help you learn more.
The True Cost of Clutter in Your Life
It is the beginning of a new year. We have just finished celebrating the holidays and we all received wonderful gifts to add to our already full homes. We look around and wonder where will we put everything. Then we must consider, will we spend more money to buy containers and shelves and storage units to store our ever-growing number of belongings? Continue reading
Update on the Proposed Tax Reform Legislation
On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate Republicans released their own plan. The two plans have much in common, but also have significant differences.
What to Know When Donating Your Car
The new car models are ready to roll off the shelves with lots of great deals being offered for this years models. Is it time for you to buy a new car? When you decide to make a new car purchase, your next decision will be what to do with your current car. Continue reading
