Defeating debt is always important, but it becomes more critical as one nears retirement. Here are some strategies to help you navigate this stressful situation.
Financial Planning
2024 Important Figures
Every October, the IRS announces changes to certain figures for the upcoming year. Here are the highlights that may impact your financial planning and tax planning.
Prepare for the Unexpected
Life is full of surprises, no matter how hard we try to control the world around us. How do you plan for unexpected expenses? They’re bound to happen, so you need a plan.
Is Now the Time to Tap into the Increased Value of Your Home?
Home equity in the U.S. is at an all-time high. Yet, mortgage rates have more than doubled, and inflation is hurting many families. So, is this the right time to tap into your home equity and turn it into cash?
What Does a Bank Failure Mean for You?
Bank failures are scary. But there are ways you can protect your finances.
7 Ways to Save Money
Saving money should always be a priority, but even more so today in light of rising inflation. Here are seven ways to save money immediately.
6 Overlooked Financial Tips
Sometimes small financial adjustments can make a big difference. Here are six often overlooked financial moves to consider.
Think Small. It Could Have Big Rewards.
It’s important to think big when considering your dreams. But to get things done, you may need to take a step back and think small. Here’s why.
COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
Sitting Down with Fee-Only Financial Advisor Howard Hook
Fee-only financial planner, Howard Hook, discusses the importance of financial planning and how to select the right planner for your family.
Maintaining Flexibility in an Uncertain World
Predicting the future of tax laws would be a great magic trick. It would make tax planning and financial planning so much easier. But since we can only make educated guesses, here are some tips.
Avoid These 6 Common Money Mistakes Made by People in Their 20s
In your 20s, you can afford to make some money mistakes. Here are 6 common mistakes we see, and how you can avoid them.