Category: Personal Finance

Celebrate Your Financial Independence Day

In honor of our nation’s birthday, I’d like to say Happy Fourth of July to all our readers!  In the United States, there are certain...

5 Tips When Coming Into a Large Sum of Money

Coming into a large sum of money can be both a blessing and a curse, depending on how you deal with the financial AND emotional...

Financial Wellness Programs: Lessening Financial Stress

Corporate financial wellness programs are designed to help your employees take control of their finances, so they can focus on what matters — at work...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Five Tips for Tax Preparation

It’s that time of year – tax preparation season will be here before you know it! I’m sure some of you dread this time of...

10 New Year’s Financial Resolutions

After the holiday season shopping is completed, most of us find that our bank accounts are a bit smaller than we hoped they would be....

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.