Surprising Ways We Waste Money

Surprising Ways We Waste Money

September 23, 2019     Do you ever find yourself looking in your wallet and wondering where your cash went? We all know it's a good idea to watch our spending and keep track of where our money is going.  But there are some ways spending can sneak up on us in surprising places. Subscription Boxes How about [...] Read More
Summer Spending Habits: How to Keep Things in Check

Summer Spending Habits: How to Keep Things in Check

June 24, 2019     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 spending habits tend to skyrocket during the summer [...] Read More
Roth Conversions: What You Need to Know

Roth Conversions: What You Need to Know

May 21, 2019     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 money you put into that savings [...] Read More
3 Smart Money Tips for Financial Literacy

3 Smart Money Tips for Financial Literacy

April 24, 2019   Photo by rawpixel.com 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) [...] Read More
Time for Taxes

Time for Taxes

March 4, 2019   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 [...] Read More
Six Steps to Tackle Holiday Debt

Six Steps to Tackle Holiday Debt

December 18, 2018     Did your recent holiday shopping cause some 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 [...] Read More
5 Last Minute Back to School Shopping Tips

5 Last Minute Back to School Shopping Tips

September 6, 2018   The first day of school has come and gone in the Brighton, Michigan area but not every family has finished their back to school shopping. Once upon a time, kids went to school with a backpack, a lunch box, a pencil and that was it. Now, school supply lists seem a mile long, stacks [...] Read More

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