Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software […]
According to industry experts, most people don’t have enough life insurance; and, more than half of consumers said their household would be in immediate or near immediate financial trouble if the primary wage earner died today.
When considering […]
Set goals you actually want to accomplish. Don’t allow outside voices to dictate what your goals should be. While you may be more likely to achieve your goals if you feel accountable to others, you still need […]
The Other Sure Thing
We’ve all heard the saying the only sure things in life is death and taxes. And no matter how painful it is, over 148 million of us manage to get our tax returns into […]
Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a friend of mine gave an advisor my contact information. At that time, we did not have social […]