Are You Withholding Too Much?

Tax time is nearing its end and of course many Americans will get a refund, but some will not. But is that what you should do? This year, taxpayers have until April 17th to file their 2017 taxes.

Virtue #4 – I made a Mistake!

A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.

Webinar – Are you Saving Enough?

Virtue #3 – What is Stock?

Prospective client meetings have brought up the question many times “What is stock?”, so let’s address that question now. Stock is equity or ownership in a company.

Virtue #2 – Saving Coins at Annual Enrollment

The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]

More Virtue #1

If you are following me on social media through LinkedIN or Facebook, have read my blog and are receiving my newsletter, you should have a pretty good idea about options to save for your child’s college, car, home, or whatever you want to gift your child or children with. Savings Summary Here are a few […]