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 […]
Transitory Inflation? Not Anymore.
If you weren’t paying close attention, you might have missed it. Fed Chair Jerome Powell dropped the word “transitory” when describing inflation during his recent testimony to Congress.1 Powell had […]
Be More Diligent Than Ever
In April of 2020, I created a procedure to help GBFCU employees report fraud incidents with our members. As of December 31st, 2021, 228 claims and cases have been closed. […]
Year-End Tax Planning Tips
Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies […]
Watch Out for Fraud This Holiday Season
It’s the most wonderful time of the year! But as you begin your holiday shopping and party prepping, scammers are ready to take advantage of the season by scouring the […]
