Fraud Awareness: Social Engineering and the Art of Deception
I’ve heard it said that we as humans, are trusting and averse to conflict. While we can’t say that’s true of all people, fraudsters who focus on these vulnerabilities have been known […]
Pre-Retirement Checklist
You may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well […]
Financial Toolkit: Lesson 4, Create Categories
There are as many budget methods as there are people. My hope is that I can help recommend ideas so that you will find the method that works for you. […]
Financial Toolkit: Lesson 3, Time to Snowball
Inflation hit a 40-year high of 9.1% in August 2022, further diminishing the American dollar and increasing the price of everything from gas to groceries. According to data from Lending […]
Financial Tool Kit: Lesson 2, Track Your Categories
In the last post, I discussed tracking in place of formal budgeting, Most budgets fail because people don’t track their expenses. Well, congratulations! You’re already one step ahead! When I […]
Financial Tool Kit: Lesson 1, Build a Better Budget
Inflation has hit a 40-year high of 9.1% in June 2022, diminishing the real value of your paychecks and increasing the price of everything from gas to groceries. According to […]
What Should You Do With Your 401(k) When You Change Jobs?
If you are moving to a new job, don’t forget about your 401(k) with your former employer. It’s important to know your options and make the most advantageous decision for […]
Reduce Your Credit Card Debt
Credit card debt doesn’t have to keep you from fulfilling your financial goals. Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can […]
4 Ways To Manage Your Money More Effectively
Not having positive money management habits can have a severe impact not just on your current finances but also on your future finances. Creating and sticking to good habits can […]
Be Aware of Online Dating Scams
During the COVID-19 pandemic, many people are trying online dating for the first time. Unfortunately, scammers are looking to take advantage of that. Especially during Valentine’s Day and the season […]
