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Recent Financial Articles

Make the most of your money.

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 for some suggestions on making the most of what may be your least favorite time of the year.

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 made a commitment to take control of my finances by learning how to budget and get out of debt. I enrolled in Dave Ramsey’s Financial Peace University, a nine-week course that promises to teach me how to get rid of debt, manage my money, and spend and save wisely.

 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 proactive with the tasks that are within your control to help make a smooth transition to retirement. 

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.  

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 proactive with the tasks that are within your control to help make a smooth transition to retirement. 

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