Why You Should Freeze Your Credit
Contact Us In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from identity theft is by freezing your credit. Don’t worry—it’s easier than it sounds, it’s completely free, and it won’t harm your credit score […]
Legacy in Action: Leave a Mark That Lasts
Contact Us A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t encompass the full meaning. A legacy can take many forms, each representing a different facet of how a person’s life and values continue […]
Spotting Fraud in Your Credit Report
Contact Us Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking at and even spot potential fraud. Regularly reviewing your credit reports lets you check for errors that might be lowering your credit scores, […]
Choosing a Retirement Plan that Fits Your Business
Contact Us If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, here are some things to consider. How much can my business afford to contribute? The cost of contributions may be managed by the plan type. A simplified employee […]
Strategies to Paying Down Debt
Contact Us There are two main strategies to tackle debt efficiently: the “avalanche method” and the “snowball method.” The one that works best for your situation comes down to what motivates you and what will make it easiest for you to stick to the plan. Here’s how they work: Method #1: The avalanche method prioritizes […]
A Penny Saved is Two Pennies Earned
Contact Us Simple and inexpensive energy-saving tips that may help you save money. The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” This phrase emphasizes the importance of thriftiness and wise financial decisions. Finding ways to manage expenses […]
7 Year-End Planning Considerations for Small Businesses
Contact Us As a small business owner, wrapping up the year involves more than just closing the books. It’s an important time for reflection, planning and strategic adjustments. This checklist offers 7 key items that may help ensure your business is better prepared for the upcoming year. 1.) Financial Review and Reporting: Conduct a thorough […]