Are you ready to break your holiday spending cycle?

Are you ready to break your holiday spending cycle?

It’s finally here – the holiday season. You enjoy buying gifts for others … and also for yourself. You splurge on Instagram worthy holiday gatherings – décor, food, beverages, not to mention your clothes. It’s easy to rack up expenses as you swipe/tap your card....
Personal Finance Tips | Recap October 2019

Personal Finance Tips | Recap October 2019

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. Work with a CFP® professional to...
4 Key Financial Considerations for Unmarried Couples

4 Key Financial Considerations for Unmarried Couples

Have you been with your significant other for years? You may have decided to live together even though you are not married. You may even refer to each other as “husband” or “wife” even though you are not legally married. You’re committed to each other but don’t hold a...
Personal Finance Tips | Recap September 2019

Personal Finance Tips | Recap September 2019

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. IRS Notice CP 2000 is not a formal audit...
Personal Finance Tips | Recap August 2019

Personal Finance Tips | Recap August 2019

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip for more information and to view the source. Whether you’re single or married,...
Equitable May Not Mean 50/50

Equitable May Not Mean 50/50

It’s hard enough to deal with the emotional turmoil of divorce but understanding some of the jargon can make one’s head spin. Your definition of “fair” or “what is rightfully yours” may not be what the divorce settlement will reflect. Unfortunately, items accumulated...