Items to Consider During Tax Season

February 2015

As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there are several other items to consider during tax season that shouldn’t be left out in the cold.


Create a Personal Disaster Recovery Plan in 4 Easy Steps

February 2015

When trouble knocks on your door, it’s good to be armed with a plan. Proper planning can help you proactively clear hurdles and reduce the stress induced by a natural disaster or other unforeseen calamity.

While we hope you never have to use it, a personal disaster plan could provide enormous relief when tensions tend to run high. Just follow these four simple steps:


9 Steps to Better Financial Decisions

January 2015

Before you complete your day, you will make 10,000 decisions. That number comes to us from Noreena Hertz, an economist and author of Eyes Wide Open: How to Make Smart Decisions in a Confusing World. Ms. Hertz explains that the choices we make in our daily lives range in importance from what to eat (227 decisions about food alone), to potentially life altering decisions.


Do You Know Who Started New Years Resolutions?

December 2014

A spiritually motivated Julius Caesar was credited for starting the New Years resolution tradition. As legend goes, Caesar made resolutions every January 1st to honor the mythical god Janus who was believed to have a face that looked back at the past year and one that look forward to the next.

Centuries later, many still carry on the tradition. If you made a resolution, which category would it fit into?


6 HOLIDAY SPENDING TRIGGERS

November 2014

It’s natural to overspend from time to time, and even more so during the holidays. The joy of giving is undeniable, but spending more than you should can put your future in jeopardy and ultimately stand in the way of happiness.


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