Financial Planning x Tax Season: How Financial Planning Can Impact Tax Filing
With tax season around the corner, it’s important to prep everything you’ll need for filing: W2 forms, records of your income, receipts...
Tax Season Scam Alert
Presented by Daniel Gwizdak With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and...
Out with the Bad, In with the Good: Four Ways to Get Your Financial House in Tip-Top Shape
There are some things in life that, when they get out of shape, you notice it: our bodies, our homes, our cars. However, knowing when you...
Your Guide to Medicare Planning
Presented by Lisa Hayes Did you know that the total projected lifetime health care costs (excluding long-term care) for the average...
Jumpstart Your January: Four Financial Items You Should Have on Your January To-Do List
Many people view January as a time to release any old habits and welcome in new, good habits, and when it comes to your finances, it’s...
New Year, New Financial Plans: Here are Four Financial Resolutions to Make in 2021
With the New Year right around the corner, many of us are trying to figure out what our resolutions will be for 2021. For many, these...
The Season of Gifting: Here are the Do’s and Don’ts of Charitable Gifting During the Most Wonderful
The holidays are upon us and so is the season of giving gifts! While the COVID-19 pandemic has changed many things for all of us (hello,...
Solutions for Managing Student Loan Debt
Presented by Lisa Hayes Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S.,...
Invest and Do Good: Why Sustainable Investing Can Benefit Your Wallet AND the World
With Thanksgiving around the corner, this season is known as a time to give thanks and share what you’re grateful for. So, we thought...
Small Business, Big Savings: Retirement Plans Small Business Owners Should Be Thankful For
If you’re a small business owner, you probably have big dreams for your business to be successful, finances to grow, and employees to be...