Category Archives: Tips For Managing Finances

Just Got Your Tax Refund? Here’s Four Tips on What You Should Do with It!

It’s tax refund season! For those who are lucky enough to receive one, now is the time to think about where it fits in your financial plan. Preparing for costs of living in advance lessens the burden you’ll feel by being caught off guard for things that may come your way this year. Prepping now… (read more)

How to Have a Great Valentine’s Day, Even If You’re on a Budget

 As Valentine’s Day approaches, it may be the perfect time to do something nice for someone special. But, what happens when you are on a budget or didn’t plan ahead but still want to make it memorable? Read on for some fun and affordable ideas to make the day enjoyable. Stay In If you are… (read more)

Get Your Financial Goals On Track For 2021

Guest blogger Nichole Coyle, Certified Financial Planner™, talks about sticking to a budget, setting financial goals for the new year, and when to meet with a financial advisor. The start of the new year can bring the promise of a fresh start. Many of you will make resolutions to eat healthier, work out more, or… (read more)

Six Ways to Get Your Personal Finances in Tip-Top Shape for the New Year

It’s finally a new year! 2020 was undoubtedly a different/challenging year for many, with the coronavirus pandemic impacting many people in different ways. The new year is an excellent opportunity to get your personal finances into shape and take a look at your money management goals. We’re here to help you reach those goals, whether… (read more)

Three Ways to Gift Funds to Family Members or Loved Ones

Today, guest Blogger, Nichole Coyle, Certified Financial Planner™, talks about three options for gifting funds to the people you love. Gifting to Family There are many ways to give gifts to those that you love. Gifts and donations come in many forms, both big and small. When we think of giving gifts, we often think… (read more)

Five Tips On How To Cut The Stress Out Of Your Holiday Season Shopping

While the holiday season can be a magical time of year, it usually comes with a plethora of additional expenses during the last two months of the year. Whether it’s gifts, food, decorations, the perfect outfit for that holiday party, or airfare to visit family – there’s no denying the holidays can put a dent… (read more)

Considering Retiring Early Due To The Covid-19 Pandemic? Here’s What You Need To Know!

Guest blogger Nichole Coyle, CERTIFIED FINANCIAL PLANNER™, talks about the different options you have if you are retiring early due to the Covid-19 pandemic. Whether you were laid off, furloughed, owned a business, your company downsized or shut down, or you decided it wasn’t worth risking your health, millions of Americans have had significant changes… (read more)

Protect Yourself From Identity Theft During The Upcoming Holiday Season With These 8 Tips

As the holiday season approaches, it’s a good idea to be on high alert for any fraudulent attacks and phishing attempts. Being scammed isn’t fun. And when fraud is committed, it can wreak havoc on your life and personal finances, especially when credit cards are involved. If you fall victim to identity theft, you are not alone, and help is available… (read more)

Different Student Loans & How They Affect Your Credit Score

Today, guest blogger Nichole Coyle, CERTIFIED FINANCIAL PLANNER™, discusses different student loans and your credit score. Learn the different types and the effect they have on your credit. If you plan on going to college, make sure to research the type of student loans that are available. Figure out whip options might work best for… (read more)

Hey Parents, Stop Rewarding Your Children for Good Grades with just Money: Add These Four Things to the Mix

Your child spends an average of 180 days in school during the academic year. It’s super easy to reward your child(ren) for getting good grades and their academic success. Rewarding your children for their academic success can boost their self-confidence and morale. The most common way parents reward their children is with money. Reward Your… (read more)