Recent Posts from the Blog:
Local Giving for Local Impact
For many of us, supporting local business matters. We like to see our communities thrive, and choosing to support locally-owned businesses is a great way to help. It feels good to spend our money in a way that supports our neighbors, and keeps profits in our community.
Spring Cleaning Your Investments
Spring is a time of renewal. Seeds sprout, flowers blossom, and portfolios drift. It’s a great time to clear out the garage and to shape-up the landscaping, and it’s also a great time to clean up your investment portfolio. It pays to review your investing plan, to get organized, and to make adjustments heading into the new season.
Smart Uses for Your Tax Refund
Around 80% of federal tax returns filed result in a refund, and the average refund is around $3,000. That’s a pretty nice sum that can go a long way toward improving your financial well-being! If you expect to receive a refund check, consider how you can maximize its effect on your personal finances. Here are several ways to put the cash to good use.
Mid-Year Financial Checkpoint
There is something about the midpoint of the year. If you’re like me you’ve had a couple freak-out moments! “Where has the time gone?!” We think back on our intentions, and while we’ve probably made progress in some areas, there are always things we meant to do that we’ve pushed off because, well, life happens… [Read More…]
The Summer Spending Trap
Today marks the official First Day of Summer, and as Spring comes to a close, we have now come fully out of hibernation, stretched our legs, and are looking forward to backyard barbecues, time with family, and beautiful Summer weather! [Read More…]