Tax time is coming…Do you qualify for the Earned Income Tax Credit?

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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

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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

New Year, New You…Time to Tune-Up Your Financial Plan

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Time to Tune-Up Your Financial Plan There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or fail to nurture. Some may feel that financial planning is only for the rich; others may feel that they’ve already … Read more

5 Ways to Maximize Your 401(k)

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A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside more of the money you earn for retirement and grow wealth for your financial future. If you’re able to save the maximum amount available, you should. Here are a … Read more