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Your Emergency Fund and You
As we move into fall, and a chill sneaks into the air, it's inevitable to start thinking about how winter is coming as well. In the same way that you start to prepare, both around the home and mentally, for colder, harsher weather, it's good to prepare yourself for...
Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these...
A Quick Guide to Planned Giving
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving can be very beneficial – and profitable for organizations, it’s also an effective way for you to realize...
AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test. Here are...
How to Protect Your Identity
More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime...
Annuities and Retirement Planning
The growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios. They are also looking to annuities as...
Credit Cards versus Debit Cards
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later...
Should You Consider a High Yield Annuity?
High yield annuities offer interest rates, on average, that are anywhere from a half a point to two points higher than those offered through bank CDs. The same spread exists between high yield annuities and regular fixed yield annuities. Those types of interest rate...
An Estate Planning Primer for Business Owners
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate. Yet, it is the one...
Infographic: 6 Easy Organization Tips to Take Time off of Taxes
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