Category: Personal Finance

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....

Making an Effort to Save Money

The Bureau of Economic Analysis recently announced personal income is up 2.7 percent in the past year. Spending is also up 3.7 percent in the...

5 Ways to Protect Yourself from Identity Theft Thru the Holidays

With the holidays rapidly approaching, we are consistently hearing a lot of our clients talk about identity theft and cyber security. Staying safe online in...

Credit Cards – A Financial ‘Power Tool’

Credit cards are a financial “power-tool” that don’t require safety goggles or gloves.  However, like many other tools, they need to be handled with a...

Currently seeking a top quality financial advisor

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