How Do I Prepare for Tax Season?

How Do I Prepare for Tax Season?

Q: Tax season is coming! I’d like to start preparing sooner than later, but all the forms, numbers and rules are so overwhelming, I don’t even know where to begin! How do I prepare for tax season?

A: It’s commendable that you’ve started getting ready for tax season long

6 Financial Resolutions for the New Year

6 Financial Resolutions for the New Year

It’s a brand new year, and the perfect time to set budget-friendly resolutions that can pave the way to a more financially fit future. Whether you’re looking to save for a specific goal, pay down debt or just make smarter financial decisions, these resolutions can help you manage your money more effectively and help provide

Building Financial Resilience: Strategies for Overcoming Financial Stress

Building Financial Resilience: Strategies for Overcoming Financial Stress

In today’s fast-paced world, we face unique financial challenges as we juggle multiple responsibilities. The constant pressure to earn enough for covering day-to-day expenses while remembering to put away money for short- and long-term financial goals never

Three Common Money Mistakes People Make

Three Common Money Mistakes People Make

Everyone wants to manage their money responsibly, but many people often make mistakes in ways they handle money – without even realizing it. They may have fallen into a bad habit they can’t shake off, or they may be misinformed or less educated in a certain area. The good news is, harmful behaviors can always be unlearned. Let’s take a look at

How Can I Help My Elderly Parents Manage their Finances?

How Can I Help My Elderly Parents Manage their Finances?

Q: My parents are getting on in years and I believe they can use some assistance in managing their finances for their everyday expenses. I’d also like to make sure everything is in order if I ever find myself needing to make financial moves on their behalf. What do I need to

Your Complete Year-End Financial Checklist

Image of a woman sitting in bed, wearing headphones, using a laptop.

As 2021 draws to a close and we prepare to usher in 2022, take a moment to go through this year-end financial checklist for ensuring your finances are in order before the start of the New Year.

1.Review your budget

Is your monthly budget still working well for you? Are you

How Does Financial POA Work?

How Does Financial POA Work?

Q: What is a financial power of attorney and how does it work?

A: A financial power of attorney (POA) is a legal document that grants a designated agent the authority to act on behalf of the principal agent in financial matters. The designated agent is often referred to as the attorney-in-fact and the

Spring Clean Your Finances

Spring Clean Your Finances

Spring is a great time of year to clear your house of accumulated junk and make it sparkle. Why not do the same for your finances? Junk can accumulate there, too. In fact, some of your money matters may need a good wipe down this season. It is especially true this year, when many Americans are still recovering from the financial fallout of COVID-19, or

National Credit Education Month - March 2020

March is National Credit Education Month

National Credit Education month is 31 days when Americans are urged to take another look at their finances. This can be done by reviewing your credit report, paying off debt, or putting money in a savings account. The most important part of this month is taking a look at your credit and

The Importance of Being Financially Fit

The Importance of Being Financially Fit

Are you ready to stretch those financial fitness muscles? We hope so, because it’s time to get financially fit!


Being financially fit means living a life of complete financial responsibility. The Center for Financial Services Innovation (CFSI), also known as the Financial Health Network, defines four basic

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