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Financial tips

A Quick Reality Check on Financial “Advice”
December 4, 2019

We hope you enjoyed your Thanksgiving holiday, and enjoyed your time with family or friends. Since talk over the dinner table often turns to everyone’s plans for the future, occasionally talk of finances comes up. And inevitably, you’re going to hear some questionable advice when chatting at seasonal get-togethers. No…

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Estimate Taxes Now; Prevent Surprises Later
October 9, 2019

With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…

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Two Questions to Answer About Your Retirement
September 9, 2019

Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…

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Schwab Takes Over USAA Investment Accounts
August 12, 2019

If you’re a veteran with a USAA account, this news will be important to you. The Charles Schwab Corporation recently purchased one million USAA investment accounts, and the merger is likely to affect customer returns. The deal, which will close in 2020, relocates $7 billion in cash from USAA retail…

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9 Common Financial Mistakes to Avoid
August 5, 2019

Financial mistakes can cause you more than a bit of buyer’s remorse. Some can cost you the lifestyle you would have otherwise enjoyed, set you back in your career, or prevent you from putting your kids through college. In some cases, a mistake can even lead to a postponed retirement….

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5 Ways Couples Can Share Their Finances
May 6, 2019

You’ve probably heard that money is one of the leading causes of disagreement and even divorce. And yes, it is the leading cause cited in 22 percent of all divorces*. Financial discord is also one of the top three factors behind all breakups (including unmarried couples). Clearly, no matter how…

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6 Ways to Use Credit More Responsibly
April 8, 2019

When you think of financial planning, you probably focus more on saving and investing. And yes, these are important parts of your financial life, particularly with regard to preparing for retirement. But there’s another large component of sound financial planning, and it involves your spending. Not only is your budget…

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Is An Early Withdrawal a Good Idea?
April 1, 2019

If you took the important step to open a retirement account years ago, and you’ve been faithfully saving ever since, we want to congratulate you on smart, responsible financial planning. Many people don’t think about retirement until much later, so you’re ahead of the game. But at some point, you…

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What You Need to Know About the Property Tax Deduction
February 11, 2019

By now, you have probably heard that the sweeping federal income tax reforms have impacted the way many people itemize their deductions. In particular, the property tax deduction limit has caught plenty of attention (and complaints). So, what do you need to know about claiming this deduction, and how will…

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Keep Yourself Safe From Social Security Fraud
January 6, 2019

What would you do, if you received a call from a Social Security representative informing you of a problem with your benefits? Understandably, you might feel frightened, and want to comply with their directions immediately. No one wants to lose their benefits or endure months of hassle with confusing paperwork….

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