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Personal Finance

Is Your Will Up to Date?

Making a will is not fun. We know. It’s right up there with taxes on the list of things we’d rather not think about or deal with until we absolutely have to, right? But nothing in life is certain except death and taxes. We’ve all heard the saying. Why not sleep a little better at […]

Tis the Season to Be Giving!

November is when we all start thinking about charitable giving, especially if we haven’t done a lot of giving throughout the year. It’s the time of year when we all think about how to give back – how to help others in our community, our state, our world.  At this time of year, we usually […]

Smart Disaster Planning Tips

We know: disaster planning is not high on the list of things we all want to do. But in the wake of disasters like Hurricane Irma and Harvey, or the wildfires out West, disaster planning should be top of mind for all of us.  Too often natural disasters strike and serve as reminders that it’s […]

Education Tax Credits – What You Need to Know

What You Should Know about Changes in Education Provisions in the Tax Law The IRS has several provisions for helping families offset the cost of education through education tax credits. Are you making the most of tax benefits designed to offset some of the high costs of education?  The American Opportunity Tax Credit, extended through […]

Managing the Tax Effects of Divorce or Separation

No one wishes for a divorce. But if it happens to you, are you prepared for the tax impacts that a divorce can have? It’s no surprise that the ripple effects of divorce reach all major areas of our lives. But most folks don’t consider how their tax situation will be impacted by divorce.  Filing […]

What Are My College Funding Options?

That new baby (or grandbaby) coos and smiles and melts your heart. It’s hard to imagine her all grown up and heading off to college. Before you know it, she’ll be walking across that stage getting her high school diploma and buying decorations for her dorm room. How will you pay for her college dream? […]

5 Smart Ways to Improve Your Credit Score

Your credit score can mean the difference between a high- or low- interest loan, whether or not you get approved to rent that apartment you want, or even affect whether or not you get a job. So, having a great credit score is an important piece of your overall financial puzzle. What is a great […]

Social Security: Your Divorce’s Upside?

Divorce is messy. Divorce and money is messier. There is one financial benefit you may qualify for, though, that won’t send your ex-spouse into a rage – social security (SS). Here are the basics: You are eligible to receive social security benefits based on your ex-spouse’s work record if you were married for 10 or more […]

How to Monitor Your Own Credit (With Peace of Mind!)

Credit monitoring is the ultimate ‘ounce of prevention’ for your financial health and identity safety. During the past five years, news of data breaches at large retailers and banks has become all-too commonplace. I’ve received three notices myself. After an initial bout of anxiety, I check my credit card and savings accounts for any unauthorized […]

Our 5 Favorite Personal Finance Blogs

If you care about your money and often find yourself searching the web for advice about personal finance, budgeting, and investing, then you know it can be frustrating to search and not find what you really need. Well, after several years of Googling around and following various bloggers, these five stand out with some of […]