Category Archives: education

Parents need to do estate planning

For a parent, estate planning is especially important. The first priority is to make sure your children are protected in the event that something happens to you. Your estate plan should appoint guardians for your minor children, as well as … Continue reading

Posted in 401 k, 529 plan, Business Owner, College Savings, education, Estate, Financial Planning, tax planning, Uncategorized | Tagged , , , | Leave a comment

Cosigning a loan can hurt financially and emotionally

Cosigning a loan for a friend or family member may seem like a good way to help your loved one establish credit or get back on track financially. But be sure to use your head as well as your heart … Continue reading

Posted in Children, education, Filing Taxes, Financial Planning, Gift, Tax, tax advice, tax planning, Tax Return, Uncategorized | Tagged , | Leave a comment

Two tax-smart ideas for your tax refund

Are you looking forward to your tax refund? By now you know how much you’ll be getting and approximately when the cash will land in your bank account. The only question is, what’s the best way to put the money … Continue reading

Posted in Business, education, Financial Planning, guide, Tax Return, Uncategorized | Tagged , , , , | Leave a comment

Do you track your spending?

A 2016 Financial Literacy Survey conducted by Harris Poll concluded that 40% of Americans track spending with a budget. That number has been pretty much the same for the past decade. Are you one of those 40%? Or are you … Continue reading

Posted in education, Financial Planning, save money, saving money, Uncategorized | Tagged , , , , , | Leave a comment

Fight scammers the old-school way

    Scam artists are relentless in finding ways to take your money. But some old-school methods are still effective for protecting yourself. Here are suggestions. Fortify your computer and your phone. Install anti-virus and anti-spyware programs and update your … Continue reading

Posted in education, Fraud, guide, record keeping, save money, Uncategorized | Tagged , , , , , , | Leave a comment