Archive for the ‘Uncategorized’ Category

Six Ways To Save On Airfare

Posted by on January 3rd, 2023 in Uncategorized

If you’re planning a trip overseas, airfare may be your largest vacation expense. Even when flying relatively close to home, the cost of your airline ticket can take a big bite out of your vacation budget. Fortunately, there are loads of ways to save on airfare and leave you with more to spend at your […]

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All You Need To Know About Check Washing Scams

Posted by on December 8th, 2022 in Uncategorized

Despite the increasing digitization of money management, there is still a place in the economy for paper checks—and along with them, check-washing scams. According to the National Check Fraud Center, check washing has an $815 million annual price tag for U.S. consumers. Unfortunately, instances of check washing often go unnoticed until it’s too late to […]

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Giving Yourself an End-of-Year Financial Review

Posted by on November 8th, 2022 in Uncategorized

Giving yourself an end-of-year financial review is a wonderful way to check on the progress you’ve made toward your goals, highlight areas needing improvement, and update your accounts, funds, and investments. Here’s all you need to know about this important end-of-year ritual. Step 1: Review all your debts and create a payoff plan Take a […]

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Start Planning For Your Retirement

Posted by on October 7th, 2022 in Uncategorized

It’s never too early—or too late—to start planning for your retirement. However, like all long-term savings goals, retirement should ideally be planned for as much in advance as possible. That’s because the more time you allow for your savings to grow, the bigger the nest egg you’ll be rewarded with when it’s time to cash […]

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How does a financial POA work?

Posted by on September 8th, 2022 in Uncategorized

Q: What is a financial power of attorney and how does it work? A: A financial power of attorney (POA) is a legal document that grants a designated agent the authority to act on behalf of the principal agent in financial matters. The designated agent is often referred to as the attorney-in-fact and the principal agent is […]

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7 Tips for a Budget-Friendly Road Trip

Posted by on August 1st, 2022 in Uncategorized

With Summer coming to an end, there’s never been a better time to pack up the car, RV or camper van and set out on the road trip of a lifetime. However, without careful planning, a road trip can get pricey, especially with soaring gas prices and the rising costs of food. For this reason, […]

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