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Great news – you’ve just received a check, and you’ve been overpaid! But there’s a catch: the check writer wants you to send the surplus back to them. Unfortunately, though, if you follow these directions, you’ll be buying right into …

It’s Dad’s day! Whether your father is well past middle age, or he’s still fairly young, this day in June presents an opportunity for you to show Dad how much he means to you. The good news is, it doesn’t …

Q: I have many friends graduating this year, and I’d love to buy each of them a lavish gift, but my budget didn’t get the memo. How can I buy meaningful graduation gifts without draining my wallet? A: You sound like a …

One, two, three … charge! While that call may be perfectly suited to a football game, when it comes to your electronics, you want to leave the charging for your phone only and keep the credit card swiping to a …

Mother’s Day: that one day of the year that’s marked especially for Mom. Of course, we all want to shower Mom with gifts and love, but what to do if these gifts would break your monthly budget? The good news …

Memorial Day is so much more than the perfect time to hit the mall or host a family barbecue bash. The real meaning of the day can get lost in the official kickoff of summer, but it’s important to take …

Q: I’m doing some work on my house this spring, and I’m wondering how I can increase my home’s value along the way. What kind of home improvement projects can add value to my home? A: Renovating your home with an eye …

Investment is rarely without risk. Nearly every investment option carries with it the possibility of loss. What many don’t realize though, is that in addition to the typical risks, investing also carries the danger of falling prey to an investment …

Batter up – it’s baseball season! Time to polish that mitt and get the old pitcher’s arm warmed up for some heated games. But there’s so much more you can learn from baseball than the tricks to throwing that perfect …

With so many retirement account options, some of them can go unnoticed and underappreciated. One of these is the Simplified Employee Pension (SEP) plan, most commonly utilized as a SEP IRA, or individual retirement account. Let’s take a look at …

It’s that time of year again: Time to clean out those closets, polish that furniture and clear out that clutter for good! As you work through your home, banishing dust bunnies and organizing your spaces, don’t forget to take a …

Q:  What kind of changes can I expect for my retirement accounts and plans in 2024? A: There are several changes taking place for retirement plans in 2024 and it’s wise to keep up with these developments to ensure you are maximizing …

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