Robbin Braswell
Happy National Teach Children to Save Day
April 22, 2021, marks the 25th anniversary of a national financial education event for youth.
Happy Financial Literacy Month
April is Financial Literacy Month, a time to raise awareness about the need for financial education.
Tax Day Considerations
Covid-19 created financial challenges for many. Find out how it may affect your April 15 tax deadline.
Building Money Mindfulness
There are practical steps you can take to strengthen your financial health
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime.
How Tax-Loss Harvesting May Help Lower Your Tax Bill
A volatile year in the financial markets can create opportunities for reducing your taxable income.
The Importance of Your Credit Score
The Importance of Your Credit Score Understanding the value of your credit score is an important first step to improving your financial health. Anyone who has ever applied for a loan to purchase a car or house has encountered their credit score. This elusivefigure can be perplexing, a three-digit assessment of your credit worthiness that … Read more
Tax time is coming…Do you qualify for the Earned Income Tax Credit?
It’s Earned Income Tax Credit Awareness Day Have you checked in with your financial professional to determine whether you qualify? Just as the cold, short days of winter lean toward monotony, the mundane becomes celebratory with the arrival of Earned Income Tax Credit (EITC) Awareness Day. The nascent January 31 annual holiday — 2021 marks … Read more
Life Comes at You Fast…Are You Prepared for Financial Surprises
Are You Prepared for Financial Surprises? A job loss, an illness or an unexpected expense are not things we typically like to think about. Having a plan in place can help reduce your anxiety and protect you financially when the unexpected happens. In these times of increased uncertainty, there has never been a better time … Read more