A Primer for Understanding Your Money, Part 1
byMany people receive quarterly financial reports based upon their investments but do not understand the reports. Another, class of individuals that invests or wants…
Money Monday
The Taxes You Need to Consider When Moving
byYesterday I was speaking with someone of significance, who told me that two individuals, whom we shall describe as tenants, were moving out and…
Take A Peek Into Digital Currency
byLet me begin with a disclaimer: I am not an expert in digital currency. Like most of you, I am still learning and growing…
Spending Tips That Will Save You As You Plan Your Summer Travel
bySummer is here! And maybe you feel like the lyrics from Willie Nelson’s classic song “On the road again, just can’t wait to get…
What to Consider Before You Start Revenge Spending
byWe are at the beginning of Summer and the lifting of Covid-19 restrictions. Vaccination lotteries are in full effect and most people can’t wait…
How Your Finances Are Impacting Your Love Life
byIt’s wedding season! Traditionally, June is the most popular month to marry beginning as far back as ancient Rome. With love on the horizon,…
Why You Need to Adjust Your Budget For Inflation
byWith the price of food, housing materials, cars, gas and other necessities increasing daily, the most popular word in the financial lexicon is inflation….
Have You Filed Yet?
byToday is May 10 and I am sure by now that all of you have filed your tax returns and, oh yea, gotten a…
The Tax Myths You Need to Know
byIt’s your least favorite subject and nobody wants to deal with it, but in about two weeks you will be required to file your…
The Financial Language You Need to Know and Why
byThere is a cost to not understanding financial language. Last week we began the series asking, are you financially literate? Financial literacy is a…