Summer Spending Habits: How to Keep Things in Check

  Summer Spending Habits: How to Keep Things in Check Summer is officially here, and with the sunshine and warmer weather people are more apt to plan activities, host parties, and get their kids involved in camps.  And that means spending can get out of control fast. Here are a few popular reasons why your [...]

Roth Conversions: What You Need to Know

  Roth Conversions: What You Need to Know If you’ve ever discussed investment options with a professional, chances are a Roth IRA has come up. What is a Roth IRA? Simply put, a Roth IRA is a retirement savings account that allows your money to grow tax-free.  That means you’ve already paid taxes on the [...]

3 Smart Money Tips for Financial Literacy

Photo by from Pexels Did you know that April is National Financial Literacy Month?  This month-long campaign, recognized by Congress in 2004, is designed to highlight the importance of financial literacy and teach people of all ages how to manage their money wisely. According to a survey conducted by the Financial Industry Regulatory Authority (FINRA) in July [...]

Time for Taxes

The Christmas tree is down, the decorations are back in the attic, and we’ve rung in the new year.  Now that those annual traditions are behind us, it’s time to turn our attention to the next big season: tax season.  Did we deduct enough?  Is everything accounted for?  It’s no secret that tax time can [...]

Six Steps to Tackle Holiday Debt

Did your recent holiday shopping carry some kind of stress? Did you agonize over finding the perfect gift for Mom who already buys herself everything? Are you waiting until the eleventh hour and hoping for the best? Are you nervous about a shipping deadline? Or maybe you were just more generous to your loved ones [...]