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 …

Scammers have been at their game since time immemorial, but modern technology has weaponized them in new and dangerous ways. In particular, spoofing has become more sophisticated and difficult to spot. Let’s take a look at spoofing, how it works …

Are you feeling exhausted after another night spent tossing and turning while searching for that perfect spot on your mattress? Back aching from sleeping on a mattress that has long since passed its prime? If this sounds familiar, you may …

Q: I’m newly married and just found out my partner has brought substantial debt into the marriage. Am I responsible for this debt? A: Debt liability is a loaded topic with no easy outs. Your own liability for debts that your partner …

A Roth IRA is a popular alternative to the traditional IRA. With a few small but significant changes to its structure, the Roth IRA offers account holders a uniquely powerful tool for retirement savings. Here’s what you need to know …

Q: I’m in a bad financial place now, and I sometimes run out of money before the end of the month. Can I neglect my savings until my finances improve? A: For many individuals who are grappling with financial challenges, the idea …

Your home will likely be the most expensive item you’ll ever buy. Consequently, it is of utmost importance that you time your purchase right and learn the best time of year to buy a home. Of course, aside from the …

If you’d love to live with a budget, but you don’t have the time or energy to learn how to create and manage a complicated spending plan, we can help! Similarly, if you’ve budgeted in the past but have fallen …

It’s tax refund season! How are you going to be spending the pile of cash from Uncle Sam? Of course, you can use some of your tax refund to indulge responsibly. If you’ve been wanting to buy yourself a new …

In today’s world, where we get our furniture, news and entertainment through the internet, staying safe online is paramount. The web is rife with scammers employing sophisticated tactics to get at your money and your information. Unwittingly visiting an unsafe …