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Helping You Better Understand Your Financial Needs & Investment Strategies
Trump Accounts: Building Wealth for the Next Generation
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts [...]
Debt, Credit, and Honoring the Favor
What does debt mean to you? You might view “debt” as a dirty word, accompanied by the shackle of interest rates and missed payments. But [...]
The Rise of Consumer Credit and How to Manage Your Own
How often do you use a credit card? Perhaps you even use more than one. In today’s economy, the small rectangle of plastic (or metal) [...]
Tax Season Alert! A Less-Stress Tax Filing Checklist
Tax season can sometimes bring a mix of anxiety and a long list of action items, but it doesn’t have to! And you don’t have [...]
A History of Modern Credit and Why It’s Important Today
You’re probably familiar with credit in your everyday life. Many Americans have credit cards, use them for everyday expenses, and (most) try to act responsibly [...]
Celebrating National Credit Awareness Month
March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your [...]
A History of the Sales Tax
Before we take a peek into the past to see how sales tax became a part of our lives, let’s define our terms. Sales tax [...]
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects [...]
