Recent Financial Articles
Maria Kuitula and Phyllis Wordhouse, wealth coaches at Wordhouse Wealth Coaching, are busy saving investors in nineteen states from making common investing errors and falling into the "Investors' Trap." This "Trap" keeps investors on information overload, worried...
Have you ever watched one of those extreme couponing shows where the person has a three-ring binder full of coupons and a giant pantry full of food that would require an elaborate rotation schedule to use everything before it reached its expiration date? I do not want...
Five Things You Should Know About Charitable Contributions, Before You Write Them Off. Every year, I am amazed at the things people try to deduct as charitable donations. Most of the time, they're not aware of the deduction requirements and assume most everything is...
Every year, many start the holiday season with a shopping budget and a vow to stick to it. Yet year after year, after the gifts are unwrapped and the credit card bills and bank statements start to arrive, many are shocked at how much they really spent. Why is it so...
Remember the days when you had to actually go into the bank to deposit a check? And then ATMs were invented—and it seemed like magic! Now, you don't even need to leave your home to do your banking, as long as you have a computer or a smartphone. While you may have...
Saving money is difficult, with the cost of living constantly rising and our pay scale staying the same. Yet everyone has extra money hiding—waiting to be discovered and saved for the future. The key to finding this money is in breaking bad habits and making some...
No one actually likes doing his or her taxes. (Well, almost no one.) As we get closer to crunch time, plenty of folks have yet to organize their receipts, sharpen their pencils, and get cracking. Need a few tips on making tax time easier? We went straight to the IRS...
Personal finances. Ugh! If you’re like me, you’ve viewed managing your finances as a chore and your least favorite thing to do. Neglecting this area of our life can cause financial strain, which leads to stress and conflict and feeling out of control. In December, I...
As your retirement approaches, you’re bound to have concerns about the changes ahead. Why not put your mind at ease by taking steps to take charge of your new financial reality? In addition to working with a financial advisor to manage your financial affairs, be...
Jim, already retired twelve years, had owned his own welding business. Terry, his wife, ran the household. When we met with them, they pulled out their investment dividend records, as Terry recorded each check they received. The first meeting was to learn about...