Real Clients, Real Success

Every client has a story. Setbacks. Hard work. Success. When you hear their stories you may be surprised at how much of yourself you see in their circumstances. No matter the differences, however, the end result is the same across every story - they decided to make a change and reached their goals as a result. You can do the same.

Financial Tips and Advice

We blog about all kinds of financial topics - from the psychology of spending to the simplest ways to cut costs. Browse our extensive backlog of educational articles.

  • Tax planning is an all-year endeavor and if you’ve recently retired, or are nearing retirement, you’ll want to learn about some of the significant tax implications that may be in store. Here's what you need to know to be prepared, avoid costly mistakes, and make the most of your money.
  • Two-thirds of bankruptcies in the United States are caused, at least in part, by medical debt, while one in five Americans report that medical bills have caused severe financial issues in the past year. With that in mind, here are all the most important things you should know about medical debt.
  • Apps and online money platforms make it easier than ever to transfer money to friends and family. All you need to do is link an account to the app and you can transfer money to instantly split that bar tab or Netflix bill. Whether it’s a more formal transaction or reimbursing a friend back for a meal, what’s the best money-transfer app for you?
  • A reverse mortgage is a lending product that allows borrowers aged 62 and older to borrow against the equity in their home without having to make payments until the borrower and any non-borrowing spouse has left the house. But exactly how much equity do you have to have in your home in order to qualify ? Here’s what you need to know.
  • Most organizations try to prioritize employee wellness and understand that holistic employee benefits are important to prevent turnover. But unfortunately, most of us are missing a crucial ingredient: financial wellness. When it’s done correctly, organizational financial wellness options benefit both the employer and individual employees. Here’s why it’s important for your organization to prioritize employees’ financial wellbeing.
  • If Uncle Sam is cutting you a tax refund check this year, what’s the best use of that small windfall? If you’re feeling paralyzed by the dizzying bounty of choices, here is a simple set of guidelines to help you decide how to make the absolute most of refund:
  • On average, a car accident can spike your annual insurance premiums by nearly $450. On a tight budget that kind of increase can be devastating. If your insurance rates have risen following an accident, try these steps to bring your costs back to normal.
  • If you’ve fallen behind on bill payments, your employer might start taking money directly out of your paycheck and sending it off to repay your creditors or collection agencies. This process is called wage garnishment or wage attachment. You have rights and may be able to find a way to lessen or stop the garnishment. Here's how.
  • According to the IRS, refunds are about 9% lower this year compared to refunds in 2018. Whether you owe money to the IRS this year or received a smaller refund than you expected, it’s okay to panic, but you don’t need to despair. Here’s why it’s okay if your tax refund is lower than expected.
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