Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes...

Home improvement projects can be sizable undertakings. Whether trying to sell or just looking to spruce things up, the financial commitment can get as steep as the project itself. Have you considered using your Home Equity Line of Credit (HELOC) to tackle your next home improvement project? Your...

If you’re finding it difficult to manage multiple payments and feeling overwhelmed, consolidating your debts into a single loan with one monthly payment might be the solution. Debt consolidation is a strategy to streamline your finances and alleviate the burden on your bank account. What Is Debt...

While planning your short-term goals, it is always a good idea to take stock of how these shorter-term plans align with your long-term financial goals. Read more here on how to keep things on track with your short-term financial goals. Like most people, you probably have some short-term financial...

What type of investor are you? Do you prefer to play it safe? Are you looking to take more risks? Do you dive into market research, or do you trust your gut? Let’s find out... What if we told you your investment strategy likely parallels your personality? Your day-to-day decision-making is a great...

Nurturing your investments has never been more important than what it is today. After the turbulence of the past few years, ensuring some stability and finding an adequate growth path is essential. One aspect that can play havoc with your investments is inflation. Read more here on how to navigate...

We all know that when inflation falls, so do interest rates, and then when inflation trends upward, interest rates rise to fight back. But the relationship between inflation and interest rates runs deeper than simple supply and demand and investors would do well to understand the parallels and...

Teach your kids about saving money Money management is a complicated subject even adults have trouble mastering. So, it’s understandable that the prospect of teaching your kids about money might not be your favorite parental to-do. Start simply with a simple savings account to teach your kids the...

Best Coupon Sites to Help Your Family Save Money Making ends meet while having money for extracurricular activities is a challenge for most families. If you’re looking for ways to stretch your family’s dollar, it’s time to get creative with a tried-and-true savings tool — coupons. The following...

Protect your most important valuables We all have things that we want to keep safe. While we all hope that our homes are an ideal place for that, sometimes it’s a good idea to keep important items in another location. That’s where safe deposit boxes come in handy. What Are Safe Deposit Boxes? We...

How Paying Bills on Time Can Improve Your Life Paying your bills on time is one of the key aspects of taking charge of your financial life. Not only does paying bills on time help you avoid a number of nasty repercussions, but it can also have lots of short and long-term positive side effects....

Tips to start your first mortgage on the right foot Home ownership is an exciting achievement, but it’s also a huge responsibility. Entering into home ownership when you’re ready is more important than doing so right away. Starting off on the right foot can positively impact future home-buying...