FINANCIAL CONSULTANT BLOG: ADVICE, TOOLS, AND RESOURCES.

The end of the year is the perfect time to review your tax situation and begin tax planning for next year. Year-end tax planning for...

We have the world at our fingertips these days. From the way we conduct business and banking to our entertainment and household needs, we...

Anyone can fall prey to financial fraud at any time. No matter how careful you are, criminals are working around the clock to find and...

Covering medical expenses is one of the biggest financial challenges many Americans face. Not only is our healthcare exorbitantly priced,...

The global coronavirus pandemic and the economic impact that followed brought changes we could never have predicted. In addition to...

Most parents want what’s best for their children, no matter their age. But once kids reach adulthood, many parents find themselves...

It is easy to forget how much our daily lives, spending habits, and financial transactions have changed in the past two decades. Not long...

How you manage your credit can make or break your personal finances. Credit can be a helpful tool to get the things you need and want,...

Putting money away for retirement on autopilot is a smart move, but that doesn’t mean you should set it and forget it. To arrive at your...

Many people only dream of becoming debt-free because they do not even know what it is like to be debt-free or how to use debt...