A guide to charitable giving strategies
The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for…
Refinancing and divorce
Divorce involves complicated financial matters. Topping that list is jointly owned real estate. If you get the house, what happens next? Are you buying out your partner? What happens to shared earned equity? How will…
Managing credit ratings
Credit ratings are an important measure of a person’s financial wellness. Think of them as a report card for your finances. Lenders review credit ratings to determine the risk associated with the requested loan. The…
How to maximize your paycheck
Sometimes getting your paycheck to cover all your expenses can feel like carrying water in a leaky bucket – by the time you get where you were heading, it’s empty. With nothing leftover, building financial…
Saving vs. Investing: What to keep in mind
It was a problem we all had as kids when we found a dollar: Does it go into the piggy bank or get spent on something to enjoy into the future? The options change as…
What should you look for when choosing a bank?
Whether as a business or an individual, your relationship with your banker and financial advisor is important. It requires a high level of trust that goes far beyond simply securing your money, conducting a transaction,…