Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
There are a multitude of ways
Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an
How to Avoid Retirement Woes
According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Are you an investor looking to diversify your investments, or perhaps you’re a new investor looking for something other than traditional stocks and bonds to
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.
But like anything else
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also
