It's Time to Revisit Your Annual Financial Goals. How Did You Do?
This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.
How to Set a Budget for the Holidays
This blog will give tips on how to set a budget for the holidays as a piece for a healthy financial landscape.
Understanding Social Security Benefit Taxation
This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.
What Documents Should I Keep vs Shred?
This blog will provide tips to help people understand what documents they should keep and what documents they should shred.
August Is National "Make a Will" Month
This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.