The year’s end is hectic between the holidays, parties and kids being home from school. It’s easy to get off track during the 4th quarter. Follow these 6 tips and with a little time and effort your 2019 finances will be more organized and less stressful. Organize your paperwork: It’s hard to feel in control when you can’t find anything. …read more →
Six out of ten American’s will make some type of financial based new year’s resolution for 2019. Usually, there’s a triggering event like receiving your December 2018 credit card bill or spousal pressure to name two. Follow these tips: Consolidate Financial accounts: Close 1 or 2 existing financial accounts that you are not tracking or have insignificant monies in. This…read more →
Insurance brokers and agents are trusted with fitting their clients into suitable life, health, homeowners & business policies to name a few. There are numerous insurance providers and they are not all the same. It’s important that the broker you choose is well-versed in policy differences from company to company and informed of the latest news, trends, and products. He/she…read more →
Although it’s technically still the summer, many high school students (and parents) are feeling anxiety about taking the SAT and/or ACT exams this month. There’s a lot of bad information out there on this topic. Below are answers to 5 popular questions: Should I take the SAT or ACT? We strongly recommend taking both exams multiple times if possible. Most…read more →
You just got married, but you may not have realized that your money did as well. One of you is a spender and one is a saver! How in the world will you make it work? Especially now that many people are getting married in their 30’s and 40’s for the first time, what should you be doing money wise?…read more →
Now that we are in the final month of 2016 it’s easy to get off track from our goals. Follow these 6 tips and with a little time and effort your 2017 finances will be more organized and less stressful. Organize your paperwork: It’s hard to feel in control when you can’t find anything. Gather all papers, shred duplicates/old statements…read more →
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