The new year offers an opportunity to reflect on the past and set goals for the future. Revisiting both your personal and financial goals can help set you up for success in 2023 and beyond. Here are six ways to kick off the year with fresh perspective: 1. Revisit your household budget Start the year…

Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities.  Here’s a clearer path for setting and reaching your goals. Many of us love complex processes. Intricacies of a large spreadsheet really get our brain…

For many people, the month of December and the New Year are times for personal reflection, a time to consider commitments and resolutions for the coming year. This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build financial stability and prepare for the…

The year-end holidays approach, and bring lots of things to do. Yet with holiday cheer there are financial plans to make, too. Consider these financial opportunities and deadlines before 2023 arrives. Making Financial Gifts As we count our many blessings and share time with our loved ones, we can express our thanks through giving to…

Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly. First, you can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on.…

Life is filled with challenges: finding a job, paying for college, affording your retirement. While this may seem paradoxical, on Thanksgiving we should be thankful for frustrations and obstacles. Often on Thanksgiving we think of the Pilgrims. The English colonialists were a grateful lot, but on religious days of thanksgiving, they focused on prayer, not…