W-4 Withholding

Tax Tips to Prepare for Next Year: 5 Reasons to Adjust Your W-4 Withholding

Tax tips are great ways to help maximize your return and make sure you don’t have to take money out of pocket when it comes time to file your taxes. By now, you should have filed your 2017 tax return. This can be a stressful time, as you nervously await your accountants results and wonder …

Do You Need a Financial Planner for Estate Planning?

Estate planning can be a difficult task. While many people try to cut corners by doing paperwork themselves, the best way to handle estate planning is to enlist the help of a financial planner. Even if you have your estate planning documents in order, your goals may not be accomplished. Many objectives that work towards …

Financial Responsibility

Increase Your Financial Responsibility with These Steps

One of the most important life lessons is how to handle finances in adulthood, but it is not something that is often taught. While you may take a class in finance or economics, this does not prepare you for real life. Income, investments, bills, assets, liabilities, the list of financial decisions in life goes on …

Social Security

What to Expect for Your Social Security in 2018

The Social Security Administration releases its annual changes for the Social Security program every October. This year, as with every year, changes go into effect on January 1st, 2018. Those who rely on social security for living, or just want to keep track of how the changes will affect them in the future, can expect …

Financial Decisions

New Habits to Improve Your Finances in the New Year

As a new year approaches, there’s no better time to improve your finances than now. If having more financial stability is on your list of resolutions, setting up a plan that incorporates all aspects of your finances should be your top priority. While we all have great aspirations for achieving our goals as we ring …

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