News

30
Aug

The Time is Right for Safe Summer Travel

Finally, it appears that the time is right for safe summer travel while the pandemic numbers are low and people can safely distance themselves. If you’re thinking of planning a trip, here are a few trends to keep in mind to keep you and your family safe as you embark on your next adventure:

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23
Aug

Celebrate Women’s Equality Day in August

Women’s Equality Day is on August 26th and is a great time to reflect on how this event started, the progress toward women’s equality, and why the topic is essential. Let this article serve as why the movement toward gender equality still exists today. How did Women’s Equality Day first start? Women’s Equality Day commemorates the 1920 adoption of the Nineteenth Amendment to the United States Constitution, which prohibits the states and the federal government from denying the right to vote to citizens of the United States based on sex. This day was first celebrated in 1972, designated by Congress in 1973, and is proclaimed each year by the sitting United States President.

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16
Aug

7 Simple Things to Help You Become More Financially Aware

National Financial Awareness Day is August 14th, 2021, and is a great time to examine your finances, work toward financial stability, and focus on how to become more financially aware. You can start building financial wellness by doing these seven simple things to help protect your financial future and increase your financial stability:

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13
Aug

Dare to Dream: Your Success Depends on It

Dreaming and goal setting are interrelated; first, you dream about what you want, then you determine how to obtain it. Our dreams should help guide us to make the right choices at the right time and in the proper manner. But merely dreaming about something is not enough; we must set goals to achieve it. In psychology, goal setting refers to a successful plan of action that we set for ourselves.

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9
Aug

It’s Back to School Time! Is Your Wallet Ready?

Back to school time is quickly approaching, and you may be dreading the hit to your wallet back-to-school shopping can cause. Paying for supplies like a new backpack and pencils, the back-to-school photo package, or fees for extracurricular activities can create an extra expense. But, creating a budget ahead of back-to-school time can help alleviate your stress. Here are a few ways to save money this back to school season:

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2
Aug

Is the U.S. Economy Recovering?

Since the beginning of 2021, signs of the U.S. economy recovering have started to appear. Americans are actively spending in specific sectors and some industries are faring well—while others are lagging. This contradiction illustrates a mismatched economic recovery:

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26
Jul

Financial Wellness- What is it?

Financial wellness means creating a healthy economic life for yourself and feeling good about your financial situation. It is also an essential part of taking care of yourself and those around you.

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19
Jul

Charitable Giving Through Life Insurance

Charitable giving through the passing assets today and after your death is a process that requires correct planning and execution. Legacy planning should always be a team effort involving an attorney, tax specialist, and financial professional.

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12
Jul

Three Types of Wealth You Can’t Measure in Dollars and Cents

For most of us, when thinking of wealth, we think about having lots of money, a big piece of land, material things, or multiple real-estate properties that may increase its value. All of these can lead to the accumulation of wealth you can’t measure.

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5
Jul

It’s Time for Your Mid-Year Tax Review!

Tax season may be long forgotten for some Americans as the tax-filing deadline has come and gone for 2021. Even if you filed on time, a mid-year tax review is a great time to evaluate your current tax situation to help avoid any tax-related surprises next spring.

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