December Client Newsletter
Twas the Night Before Christmas...
Discussing Costs With Your College-Bound Teen
College is an exciting time but it's also a time for learning, learning how to budget. Help your college-bound children learn the importance of finance with these 4 tips.
2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
Scammers Are Getting Smarter in 2020: 5 Ways to Spot Them Online, Over the Phone and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.
Retirement Planning For Teachers & Educators: A Guide
Today's educators are juggling in-person classes, virtual learning and staying sane while teaching children during a pandemic. If you're an educator, take some time to review your retirement plan while there's still time to strategize and save.
Finance Tips and Hidden Costs For Snowbirds
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.
