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Midyear Tax Planning: Retirement PlanJuly is a good time to take stock of your retirement accounts.
Midyear Tax Planning: College GradsIf you just got a job, there is some tax planning you can do.
Midyear Tax Planning: The NewlywedsThose June weddings we talked about last month all have a tax consequence to them.
Midyear Tax Planning: Getting StartedThis is a good time to do some tax planning. I know folks would rather think about vacations in July.
Saving More: Staying Cool For LessMany folks have central air these days. The experts advise setting the temperature at 78 degrees or higher when the house is occupied and at 85 degrees when no one’s home.
Saving More: Eating OutAccording to a recent survey on saving, almost 50% of the respondents blamed dining out and entertainment as their main reason for not being able to save more.
Saving More: GroceriesGroceries are not a discretionary item in your budget. We all have to buy food. But you do have some flexibility.
Saving More: How Much? I am often asked, "How much money should I save"? My answer is usually “I don't know”. Then I ask, "How much do you need"?
Saving More: Where To StartWe all want to save more money and we all love it when we get a really good deal on something we want.
Insurance Basics: Policies You Probably Don’t NeedInsurance is a financial tool that protects you from something bad that could happen in the future and is used when you don’t have enough dollars in your emergency fund to self-insure.
Insurance Basics: Long Term CareAs we age we begin to have concerns about our living arrangements and who will care for us if we fall or get sick.
Insurance Basics: HomeownersFor most folks, your home is the largest tangible asset you own. You need to protect it with insurance.

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Summer of Savings
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