Everyone connected to the internet receives emails in some form and almost certainly has been sent an email considered fraud. 2.7 million emails are sent every second and about 60% of those are what IT security professionals would consider fraud. The most common type of fraud is called “Phishing”, a social act in which the …
The holiday season has begun, and it’s time for gifting and giving. By creating a list for your budget, you can avoid getting wrapped up in holiday expenses. Being realistic around this time of the year is a great start for your finances. Prioritize how you are going to give back and how you want …
There are so many factors that come into play when planning for your financial future as an individual. You may choose to join your life with someone else and possibly go on to grow your family. Creating and maintaining a financial plan with loved ones in mind can be quite intricate and involved. As a …
Does thinking about finances overwhelm you? Is it hard to find quality advice amidst all the noise modern life has? The pressure from knowing when to upgrade your iPhone and when to dine in rather than out, all impacts the stress an individual may feel. Social media also plays a role in society’s finances. The …
The choices in life insurance policies can be confusing. Life insurance needs vary depending on your situation and it can be hard to know exactly where to start. The real question is do you need life insurance? According to the 2019 Insurance Barometer Study (Life Happens/LIMRA), 40% of those without insurance coverage would have immediate …
When it comes to saving for retirement, maxing out your 401(k) and/or Individual Retirement Account (IRA) is just the beginning. Here are four scenarios in which you may be able to give your savings an extra boost. 1. Your spouse doesn’t work So long as you have earned income, your non-working spouse can maintain a …
How do you determine whether you should buy or lease your next vehicle? Well, it really depends on what you want out of that vehicle, your financial picture, and who you are as a driver. It’s complicated and involves a lot of moving parts. Don’t worry, we will break it down to help you make …
Listen as we discuss the importance of creating a proper financial plan, critical areas of concern in your finances and how to put together a great financial plan for your family.
Listen as we discuss Millennial buying habits including how their financial priorities differ from previous generations; the impact of their buying habits on businesses and the economy; and financial challenges they face and how to navigate them. Guest host: Lindsey Reiser
A question we ask ourselves and often hear does money really make someone happy? It is an old question, but an expectation we set that if you have more money you would be more satisfied with life. People have this assumption because they afford to do whatever they want and that automatically creates happiness. That …
