Credit Freeze: What is it and When Does it Makes Sense?
If you’ve applied for credit or a job, you know how essential your credit report is. Lenders rely heavily on them for evaluating your financial history to determine if you qualify for a loan or […]
Read More
Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
So far, in 2023, investors are enduring a bit of a roller coaster ride, with stocks producing gains through mid-year and sliding into losses toward yearend. While stock market downturns are inevitable, there’s no way […]
Read More
10 Benefits of Dollar Cost Averaging
Concerns about volatility and competing demands for your money can make investing challenging. Dollar cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of the […]
Read More
Your Final Gift: A Checklist for End-of-Life Planning
Peace of mind is a final gift you can give your loved ones—affording them the knowledge of your end-of-life wishes. Creating a plan for your loved ones when you die is an essential part of […]
Read More
5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
The complex Medicare landscape makes enrollment a daunting process. There are so many options to consider, each with its own medical and financial implications. Whether you’re new, or reassessing a current plan, the Open Enrollment […]
Read More
Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Managing debt as we near retirement is a great way to free up cash flow and offer peace of mind. It’s a relief to know your investments and assets have increased financial security as you […]
Read More
