2021/2022 Tax Season at a Glance

Get all the important information you need for the 2021/2022 tax season all in one place with our Tax Season at a Glance Guide. Click to download: 2021-2022 Tax Season at a Glance

6 Wallet-Friendly Ways to Celebrate America Saves Week

Monday, February 28th, kicks off America Saves Week this year. The week is dedicated to bringing awareness and encouraging people to look at and make progress on their savings. By taking a proactive stance, more people may realize how simple it is to get started saving and may better plan for their future. Looking for ways to celebrate America Saves …

Estate Planning Challenges for Unmarried Couples

It seems that state and federal laws governing estate planning may be running behind the growing trend of couples living together outside of marriage. For these unmarried partners, more creative estate planning strategies could be the key to counteracting restrictions imposed by laws that favor legally married couples. This article offers an overview of some issues regarding the disposition of …

4 Ways to Be Your Own Financial Valentine

Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. Be a Goal-Getter If it’s been a while since you’ve set any financial goals for yourself, now may be the …

Understanding the Estate Planning Process

It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.” They may well be wrong on both counts. Your level …

Here’s How to Turn Your Hobbies into Cash

Hobbies are important to a work-life balance. They are an outlet to express yourself, de-stress, and dream. However, they can also lead to extra income and personal reward. If you’re considering turning a hobby into a side-hustle, read this guide to prepare properly. Side-hustles are a secondary job for supplementary income. This means a primary job still takes precedence as …

Why Is Home Buying a Key Personal Investment?

It is considered a truism that owning a home is a better financial option than renting. After all, the logic goes, why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how true is it—and how do we really know? The value of homeownership is two-fold, including both financial benefits and intangible …

Estate Planning for Everyone

Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event of your death. …

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may need to file taxes may …

Five Wealth-Building New Year’s Resolutions

At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial independence and work toward building wealth. Review Subscription Services The number of people who have cut the cord of …