Blog

Managing Money-Related Anxiety

2016-11-22T21:57:28-05:00August 14th, 2016|Blog|

If you're someone who struggles with anxiety, your morning may go something like this: You wake up and immediately begin reviewing the previous day. You stress over a presentation that went poorly or something you said while at happy hour with a co-worker. Your mind starts to fill with self-doubting statements, and already, the day [...]

3 Money Beliefs That Impact Your Finances

2023-05-19T13:34:10-04:00July 20th, 2016|Blog, Financial Planning|

"I just get so anxious. I don't even want to look at my budget," a friend once told me, relaying her difficulty with sticking to a spending plan. She told me she worries about spending too much money, and as a result, will often avoid looking at her budget or avoid long-term planning. Additionally, [...]

Saving on Your Favorite Summer Fun

2016-11-22T21:57:28-05:00July 7th, 2016|Blog|

Between hitting the beach, barbequing, or going to the zoo, summer can be an expensive time of year. Instead of scaling back on your favorite activities, consider these tips for saving money while still enjoying some traditional summer pastimes. Be a smart sunscreen shopper. You don't need to buy expensive name-brand sunscreen to protect your [...]

Personal Finance: Summer Reading List

2016-11-22T21:57:28-05:00May 20th, 2016|Blog|

Summer is upon us, and while your children or grandchildren work their way through their own summer reading list, it might be time to create your own. Vacations and other free time during the summer are great opportunities to hone your financial knowledge. Besides, personal finance books make for the best beach reads! Your Medical [...]

Two Social Security Claiming Benefits Going Away

2016-03-25T07:33:37-04:00March 25th, 2016|Blog|

For those considering claiming Social Security, remember that, starting April 30, two claiming strategies will no longer be viable. The first is File and Suspend. With this strategy, you could claim spousal benefits based on Social Security. You would then immediately suspend your individual benefits, which would continue to grow until you turn 70. Your [...]

Your March Financial Checklist

2016-11-22T21:57:28-05:00March 13th, 2016|Blog|

As the weather warms and the days get longer, you may be enjoying some more nights out on the town, buying some new clothes, or planning some trips. It's certainly an exciting season — a refreshing new beginning after winter — but it can also be financially straining. According to Gallup, consumers reported spending up [...]

The Benefits of Social Security Planning

2016-02-21T12:22:22-05:00February 21st, 2016|Blog|

Social Security is a valuable source of retirement income that protects against inflation, market volatility, and longevity. For many, it's their only guaranteed retirement income; however, many do not think to develop a Social Security filing strategy in order to maximize their benefits. Some think, I can  just talk to a representative with the Social Security [...]

February Tax Update

2016-11-22T21:57:28-05:00February 2nd, 2016|Blog, tax, Taxes, Uncategorized|

With us being three months out from April 18, what are things you should be considering? Notably, it's important to get your taxes done as early as possible to avoid identity theft, but there are a number of other important deadlines and headlines that you should take into consideration going into this short, chilly month. February 1st [...]