We will be closed Monday, October 14th in observance of Indigenous Peoples' Day. We will resume our normal hours on Tuesday, October 15th.
We will be closed Monday, October 14th in observance of Indigenous Peoples' Day. We will resume our normal hours on Tuesday, October 15th.

Age-Based Strategies for Using Your Tax Refund

Receiving a tax refund is exciting and can give you a much-needed financial boost. However, it’s important to remember that this isn’t just free cash. Your tax refund is essentially money you lent to the government, which is now being returned to you. So, it’s in your best interest to use this money wisely. [...]

2024-01-17T14:14:59-04:00January 18th, 2024|Categories: Investing, Saving Money|Tags: , , , |

Traditional or Roth IRA: Which is Right for Me?

Time is your best friend when it comes to saving for retirement. Ideally, you started putting money into IRA accounts in your early 20’s. The reason is two-fold: 1) it allows ample time for your money to grow and compound over the years, and 2) it’ll provide the greatest tax benefits – a component of [...]

Planning for Retirement in an Uncertain World

COVID-19 certainly threw many retirement plans for a loop. It’s not just the pandemic, but the financial uncertainty left in its wake that has many people rethinking their retirement goals and restarting planning for retirement. Suppose you’re planning to retire within the next ten years, or at least you were before the pandemic struck. [...]

2021-02-24T11:52:59-04:00August 26th, 2020|Categories: Uncategorized|Tags: , , , |

The Feeling of Financial Freedom

Everyone has a goal of being financially stable. Do you want more than that? Maybe you want to build a palace-sized mansion someplace beautiful. Maybe you want to travel the world. Maybe you just want to sleep in on weekdays and not report to anyone. All of these dreams have one thing in common: They’re [...]

2021-02-22T14:37:34-04:00June 1st, 2018|Categories: Uncategorized|Tags: , , , |
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