7 Financial Lessons You Can Learn from Baseball

7 Financial Lessons You Can Learn from Baseball

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 curve ball or hitting a grand slam. America’s national pastime can actually teach you valuable

5 Ways to Spring Clean Your Savings

5 Ways to Spring Clean Your Savings

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 good look at your savings, too. Spring is the perfect time of year to review your saving habits and spruce up your

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 before

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 three

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 know

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 maybe

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