Do you really know how much you spend and save? Budgeting is the process of creating a plan to spend your money. This spending plan is called a budget, and helps you balance your expenses with you...
Have you recently purchased a home, started a new job, or had another significant life change? If your priorities have changed, your financial plan should too. Here are some tips to consider. ORGANGI...
With the start of a new year comes the perfect opportunity to get organized. Whether that means cleaning out the basement, donating clothing you haven’t worn throughout the year, or straightening th...
Tax-loss harvesting is a way to cut your tax bill by selling investments at a loss in order to deduct those losses from your taxes. While this doesn't eliminate your losses, it can help you manage you...
When does an interest-bearing account make sense? Often, these accounts are a good option when you want to earn a little something for letting the bank hold your money, often when saving for a big eve...
Was money something you learned about in school? Probably not. In fact, many of us really only started learning about money when we opened our first bank account. Fortunately, times are changing, and...
By: Loni Morrow, Tony Schutte, and Trent Pepper Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investmen...
Why Financial Literacy in Schools is Just the Beginning When we hear that over 90% of U.S. states now incorporate financial literacy into their school curricula, it’s easy to feel a sense of prog...
As we near the close of the year, it’s a great time to focus on maximizing tax-saving opportunities. If you’re a business owner, high earner, or retiree, taking advantage of these strategies befor...
