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.

  • Up to 85 percent of your Social Security benefits may be taxable, depending on your total income. Knowing the income limits and rules can help you decide when to start taking Social Security benefits, predict the impact of taking on extra work, and help you estimate your income taxes for the year.
  • Whether you’re haggling for some dinnerware at a swap meet or asking for a more competitive job offer, the art of bargaining is a nuanced one. But buying a house is a lot more complicated, and you can never be too prepared. Here are some tactics on negotiating for your dream house.
  • Weddings are a great way to start your newly married life in debt. Luckily there are a ton of clever ways to save cash and still have the wedding of your dreams. Let these top wedding planners show you how it's done.
  • If you still owe a lot of money on a major asset, such as a house or car, and it gets destroyed from a major natural disaster, will your insurance company pay for it? The short answer is that it depends on the type of natural disaster, and how much coverage you purchased. Here are all the important details you need to know.
  • You may already be in store for an even smaller refund this year, so if you haven't already been using online tax preparation software, now may be the time to start. But which option to choose? We've got you covered - here are our favorite tax prep programs, what they cost, and what they do for you.
  • The new tax bill that into effect for the 2018 tax year made significant changes to the tax code. As a result, some Americans are getting a smaller tax refund than in previous years, and others are owing money when they expected to get money back. If you’d like to change your refund for next year, you'll want to update your Form W-4s with your employers.
  • Scams are everywhere, and unfortunately, one of the groups that is most often targeted by scammers is military families. Here's what you need to know about some of the most popular scams directed at military families and how to prevent them.
  • A recent study offers some valuable insight into the unique ways that Hispanic households interact with money - both the good and the bad. Learn about the top trends and what changes Hispanic families may want to make in order to better maximize their finances.
  • Getting your head around exactly how credit works can be intimidating. Not to worry. We got you covered. In this post, we’ll give a rundown of what goes on a credit report, how long each piece of information stays there, and how it might impact you:
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