What to Say When Your Friends, Family Ask For Money

It is commonly said that friendships and money don't mix, and in most cases that is correct. The simple fact is that money can easily strain any relationship. Many of us at some point have been there -- our kids, our friends, our family -- they want to borrow money, making us feel [...]

Financial Resolutions For 2019

[youtube https://www.youtube.com/watch?v=yjm-XjmSAus]According to a study from Fidelity Investments, financial New Years resolutions are on the rise. A year ago, approximately 27% of Americans admitted to having a financial resolution for 2018. This year that number is up 5% as a full 32% of survey respondents say that have financial resolutions for this coming year. While there [...]

Personal Finance – End-of-the-Year Checklist

[youtube https://www.youtube.com/watch?v=1ndjTImEGjU]Take some time at the end of the year to focus on your finances. Whether your goals are to reduce taxes, or to simply focus more on retirement, now is a great time to get yourself prepared for next year. Here are some places to start: Look over your finances. Make sure you are aware [...]

HSA + 401(k): Plan for a Healthy Retirement

[youtube https://www.youtube.com/watch?v=Y22JUmL5-o8] A well-known, common retirement savings vehicle is the 401(k). This account allows future retirees to set aside money in a tax-advantaged way to pay for expenses in retirement. But will this 401(k) be enough for most people to pay for retirement PLUS their healthcare expenses? Enter the HSA, or Health Savings Account. Sure, you [...]

Best Money Gifts for Kids

[youtube https://www.youtube.com/watch?v=hlZuDj9tOks]As parents, it’s important to help lay a solid foundation for our children, especially when it comes to finances. While you can’t avoid challenges in your child’s life, you can significantly lessen financial stress if you teach them how money works while they are young. This holiday season, consider several unique financial gifts to your [...]

Go to Top