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family 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 […]

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 […]

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 […]

Teaching Your College Kid Good Spending Habits

The suitcases are packed, the dorm room decorations bought, and now it’s time to send your adult kid off to college. It’s both exciting and scary. Exciting to see the young adult your child has grown into, scary to know she is going to be living on her own without you by her side anymore. […]

Setting Personal Financial Goals

Personal financial goals help you see the big picture – how you want to live your life – and motivates you to take small steps to get there. I don’t know about you, but I tend to drift through life if I don’t set goals for myself. It’s not that I’m lazy or unmotivated, it’s […]

How to Talk to Your Kids About Money

Learning about money is important for kids, and as parents, we have an obligation to teach them good money habits. What they learn when they are young will have a tremendous impact on their financial lives as adults. Kids are very observant. They will watch how we interact with money and draw conclusions from it, but […]