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Featured Insight

Reviewing your finances yearly

As we approach the holiday season, this is the ideal time to reflect on your 2017 financial year as well as creating a focus for your financial future starting in 2018. We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen for your financial life in the year ahead.

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January 14, 2020

Feeling charitable? Learn how to give smart. Save More The more you save, the more money you’ll have to add to your 401(k) contributions, pay off debt, take vacations or buy a car in the future. There are countless ways to save and it is beyond rewarding when you watch your money grow. Tighten Your Budget A […]

January 10, 2020

Maybe you tried couples therapy, individual counseling, pastoral guidance or temporary separation. Maybe you just know your marriage is over. However you came to the decision to divorce, your critical next step is to focus on logistics. Lower emotional distress and denial with an action plan. It has been said that marriage is about love […]

January 9, 2020

A Revocable Trust is one in which the grantor (or the one who creates the trust) can change the provisions of the trust; the money within the trust is distributed only when the grantor passes away. The primary reason that people want a Revocable Trust is probate avoidance. Probate is a public court process in […]

January 8, 2020

So how will the SECURE Act effect your retirement savings? Below are a few of the major provisions and how they might affect you. Don’t Miss: Retirement planning is more than saving No Age Restrictions on IRA Contributions Currently, contributions to a traditional IRA are not allowed if you are a working taxpayer over the age […]

January 3, 2020

I realize it’s often more enjoyable to dream about new Keto inspired food plans and all the new clothes you will need to buy with your improved waistline compared to dreaming about what your balance sheet will look like at the end of the year. But let’s face it, you clicked on this article and […]

January 2, 2020

1. Know your credit score. The easiest way to do this is by joining one of the credit monitoring agencies, like Experian. Log in and get them to start tracking your credit score so you know where you stand from day one. 2. Shop for lenders. Not enough people do this. Interest rates are low and there are […]