Dec 5, 2018 | Savings, Uncategorized
5 Ways to Get Smart When Giving at Year-end December 27, 2018 The end of the year has arrived. Here are a handful of charitable donation strategies to consider if you want to boost your deductions for 2018: 1. Audit-proof Your Claims. The IRS imposes strict...
Nov 16, 2018 | Savings, Uncategorized
Year End Investment Moves November 9, 2018 As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. Check out the following areas: Wash Sales. Thinking of selling a security before Dec. 31 to...
Oct 1, 2018 | Savings, Uncategorized
Tips to Relieve Financial Stress October 10, 2018 Because financial stress is a normal part of life for most people, learning to cope with money worries is important — vital, in fact — for maintaining positive relationships, job productivity and personal health. If...
Sep 4, 2018 | Savings, Uncategorized
Give Your Credit Score a Boost September 6, 2018 Your credit score is one of the most important aspects of your financial health. It is used by potential lenders, landlords and even employers to analyze your financial situation in one way or another. Here are some...
Aug 2, 2018 | Savings, Uncategorized
Ideas to Improve Your Financial Health August 6, 2018 1. Create a safety net. Plan to have a minimum savings balance to cover at least three months’ of expenses (ideally, this should be six to 12 months). If your reserves are light, start saving now. Even if it...
Aug 2, 2018 | Savings, Uncategorized
Manage Capital Gains Tax Tips August 14, 2018 Understand Capital Gains and Their Taxability. Capital gains are recognized when you sell a capital asset for more than your basis in that asset. Capital assets are typically something of value like your home, a car and...
