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7 Tips to Survive Tax Season
It’s that time again — filing taxes is inevitable for all of us. These few tips and tricks can help you make the most of tax season and get you through to April as painlessly as possible.
Playing “Defense:” The Importance of Protecting Your Wealth
Ask any sports fan, and they’ll tell you the same thing: Defense wins games, not offense. No matter how good your offensive plays are, they aren’t enough on their own. You simply can’t win if you can’t defend against your opponents. This same principle of good game strategy also applies to growing your net worth. But the more you earn, the more you may risk losing.
How to Make Your New Year’s Resolutions Stick: Financial Goal Setting
Hello, 2017! Now that you’ve made it through all the financial obstacles of the new year, it’s time to start looking ahead. Save more, spend less! Sound familiar? That was was one of the top 5 most popular new year’s resolutions this year, up 17% from 2016. If reevaluating your budget was on your resolution list this year, then congratulations — You’re on your way to greater financial security and freedom.
How To Survive the Holiday Season Without Blowing Your Budget
If you’re like me, watching your loved ones open the gifts you bought is just as fun as getting presents yourself. While the holidays are certainly a time for celebration and fun, nothing says “happy new year!” like entering January with no debt, no fees, and no interest to pay.
Biggest Financial Tasks To Tackle Before the End of the Year
We’re closing in quickly on the end of the year, and that means the holidays, snow & winter coats, gifts & family. It also means: time to take a good, hard look at your finances. Now, we’re not looking to beat ourselves up for those of us who went a little overboard, the point is to recalibrate for success.
Why You Should See a Financial Planner Early in Life
It’s easy to think of financial planners (and the people who use them) as wealthy, middle-aged, and grey haired. Luckily for young people everywhere, that’s far from the whole story. If you believe that you don’t make enough for financial planning to be relevant to to you, or thinking that it’s one appointment you won’t have to worry about until years down the line, think again.
So You’re Meeting with a Financial Planner…What Should You Expect?
Congratulations! You’ve made the call, you’ve set up your first appointment. It’s a big step, and it’s often shrouded in mystery. But meeting with a financial planner doesn’t need to be scary. Here’s what to expect from your first appointment so that you can go in with confidence and make the most of your time!