by Service2Client | Apr 1, 2021 | Blog, Tip of the Month
What if you could save enough for your child to go to college debt-free? It might sound impossible, but with dedication, hard work, and careful planning, you can do just that. According to Dave Ramsey, American personal finance advisor, here are the top three...
by Service2Client | Mar 1, 2021 | Blog, Tip of the Month
According to the National Bureau of Economic Research, in late spring of 2020 about half of American workers were working from home. Not surprisingly, many researchers believe that this pattern will continue after the pandemic is over. With this in mind, SmartAsset...
by Service2Client | Feb 1, 2021 | Blog, Tip of the Month
Right now with everything that’s going on, navigating your finances might feel overwhelming. However, there are some strategies that will help you manage cash shortfalls. Mariel Beasley of Duke University’s Common Cents Lab offers ways to help you manage during these...
by Service2Client | Jan 1, 2021 | Blog, Tip of the Month
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as well. Another benefit is that there are no required minimum distributions (RMDs) throughout the...
by Service2Client | Dec 1, 2020 | Blog, Tip of the Month
While the pandemic is not over, we do have some good news. There are vaccines and they will be available soon. Here’s where we are in terms of an overall plan and where states are with distributing the vaccines. Operation Warp Speed The current administration has...
by Service2Client | Nov 1, 2020 | Blog, Tip of the Month
We’re living in unprecedented, challenging times. If you’re feeling stressed and scared, you’re not alone. However, there is a way to navigate through all of this uncertainty: gratitude. Studies have shown that keeping in mind the things you’re grateful for on a...
