Should you Take an Early Retirement Package, Ep #124
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is…
Take Charge of your Finances
Top Tax Tips to Consider Before Year End
2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with…
Investing Through the 2020 Election
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers.…
10 Steps to Maximize your Employee Benefits
Open enrollment presents a great opportunity to review your current financial situation and determine if there are any areas of your financial life that can be optimized through the benefits…
Row the Boat- Keep Your Finances Moving in the Right Direction
I was reminded over the weekend while listening to a sermon series of a phrase I’d heard a couple years ago: “Row the Boat” I’m sure the phrase has been…
The Impact of COVID-19 on Women’s Financial Lives, Ep #121
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers,…
Can I Take the Home Office Deduction?
The COVID-19 Pandemic has caused a mass transition of employees to begin working from home. In turn, it has prompted many to question whether they can now deduct the use…
How Should I Position My Portfolio Before the Election? [UPDATED], ep#120
Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant…
Preparing for a Professional Pivot, Ep #119
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of…
Do’s and Don’ts for Young Adults Building Their Credit
Whether you’ve recently graduated or are early into your career, building up your credit at an early age can have a positive impact on generating financial independence and give you…
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