Insights & Updates

Blog2018-03-16T09:59:51-05:00
1502, 2019

What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

By |February 15th, 2019|Categories: Blog|Tags: , , , , , , , |Comments Off on What To Do If the IRS Calls (Hint: It’s Not the IRS Calling)

Many people have been asking, "What do I do when the IRS calls  me?" The answer: The IRS, and other government organizations like the DMV or Social Security Office, will never call you unless you called them first. However, tax season is prime time for scam phone calls and emails. Email phishing scams were up [...]

1801, 2019

Ways to Save On Your Cellphone Bill

By |January 18th, 2019|Categories: Blog|Tags: , , , , , |Comments Off on Ways to Save On Your Cellphone Bill

Today, most of us depend immensely on our cellphones. I use mine to check in to flights, buy groceries, search the internet, and text and call my friends and family. However, while cell phones are essential for many people's lives, your cellphone bill could be a huge drain on your funds. Most bills runs $100 [...]

1912, 2018

Setting a Financial New Year’s Resolution With Your Kid

By |December 19th, 2018|Categories: Blog|Tags: , , , , , , , , , |Comments Off on Setting a Financial New Year’s Resolution With Your Kid

Many of us may be setting our own financial New Year's resolution. You could be focused on sticking with your budget or starting an emergency fund. Whatever your goal, you can also use this time to help your child or grandchild set their own financial resolution. Doing so will not only teach them important financial [...]

911, 2018

5 Savings Tips for Seniors

By |November 9th, 2018|Categories: Blog|Tags: , , , |Comments Off on 5 Savings Tips for Seniors

Many seniors are looking to stretch their retirement savings, whether you want to leave a bigger inheritance or simply want a larger nest egg for unexpected events. After the financial crash, many 401Ks took a hit, but that doesn't mean you can't find ways to stretch your social security or pension. Consider some of the [...]

2310, 2018

Sticking To a Holiday Budget

By |October 23rd, 2018|Categories: Blog|Tags: , , , |Comments Off on Sticking To a Holiday Budget

The holidays are fast approaching, and while it may feel to early to start planning, now is a great time to find deals on gifts and travel. Start your holiday budget now, deciding how much you want to spend on gifts and travel, and then do the shopping before it gets expensive and stressful. However, [...]

310, 2018

What To Do With Extra Money

By |October 3rd, 2018|Categories: Blog|Tags: , , , , , , , , |Comments Off on What To Do With Extra Money

Getting a little extra cash always feels fantastic. Perhaps you got a bonus at work, inherited some money, or just did really well on your March Madness bracket. Whatever the reason, it's important to carefully plan out how you will spend your money so it doesn't go to waste. 1. Set aside some fun money [...]