“Changing the lives of those changing the world”
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes [...]
Knowing the situations and critical ages of when to start Social Security benefits is essential. The age when you start to collect social security benefits impacts the amount you receive. [...]
Today, women control a third of household assets one major reason why wealth management is important. But by 2030, U.S. women are expected to control much of the assets that [...]
For 2023, Social Security Retirement and Supplemental Security Income (SSI) benefits increased due to inflation. The increase was 8.7%, resulting in an average monthly benefit increase of $146 per month [...]
If you love to travel, summer is a great time to do so and have new experiences near home or far away. As you plan, remember to budget for travel [...]
National Financial Freedom Day is observed each year on July 1ST. This holiday raises awareness about financial freedom and how it may improve your financial stability. Financial freedom is controlling one’s [...]
Insurance Awareness Day, recognized on June 28th, is a great time to review your insurance coverage and assess your risk. Insurance is a means of protecting your assets against premature [...]
The financial decisions you make between now and the end of the year can significantly impact how much taxes you will have to pay once tax day arrives. There are [...]
Helping your kids save for retirement starts with financial education and discussing the importance of saving for their future. But, besides financial education, there are strategies that you can implement [...]
Credit cards may make it easy to cover a variety of expenses. Credit card use often helps increase one’s credit score if the balances are paid in full each month [...]
