10/23/24 | Episode: 33 Don’t Get Hooked: How to Avoid Phishing Scams Phishing scams are among the most ...

When it comes to investing, many people think they can outsmart the market by timing their trades—buying low ...

Strong Passwords and Authentication - 8/7/24 Protecting your identity online begins with the basics: secure passwords and robust ...

June 26th - Ep. 19 - Introduction to the Federal Reserve https://youtu.be/x9EUuMPxh6A The Federal Reserve, often simply called ...

May 15th - Ep. 15 - Prepare for the Home Buying Process. https://youtu.be/DOOmSuXQrd0?si=vMlupdurSu_3XDK3 May 22nd - Ep.16 - ...

https://youtu.be/rz6yhqNZ1Us Ep. 10 - Principle #1: Spend Less than you Earn The month of April has been deemed ...

02/21/2024 - Ep. 7 Marginal Tax Brackets https://youtu.be/3O-vi6W9Fso In the US, we operate under a federal marginal tax ...

01/17/2024 - Ep. 3 Get Your Documents - What Do You Need? To start your preparation for tax ...

As you look back on your year and plan for 2024, spend some time reflecting on your finances. ...

Going into a new year, it’s important to review your savings rate to ensure that it will allow ...

Throughout the year, markets move up and down. Some years, the swings can be drastic. It’s important to ...

https://youtu.be/HJTdekcDvDQ There are ultimately four things that we can do with the money we’ve been given: Give, Live, ...

https://youtu.be/SLTildHLEvk The end of the year is a great time to review your beneficiaries and estate planning documents. ...

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https://youtu.be/yEpKavy1xbA The holiday season is a perfect opportunity to plan your and maximize your charitable contributions. Many organizations ...

https://youtu.be/vw8f53Qilz0 For any tax-deferred retirement account (such as a Traditional IRA, 401(k), or 403(b)), the IRS requires account ...

https://youtu.be/TXuwTbmcv8E Last month on Money Mindset, we discussed implementing an FSA or HSA plan if your insurance plan ...

One of the most important facets of managing year-end finances is to be a smart holiday shopper. First ...

In addition to employer-sponsored retirement plans and group health insurance, life insurance and long-term disability insurance (LTDI) are ...

When it comes to retirement accounts, there are two basic types – Pre-tax (also known as Traditional) and ...

Most employers now offer some type of employer-sponsored retirement plan.  There are many different types, including 401(k)s, 403(b)s, ...

When it comes to group health insurance options, it can be difficult to choose from the myriad of ...

Educational tax credits are a valuable tool within the realm of tax policy that seeks to encourage and ...

The Dependent Care Tax Credit and the Dependent Care Flexible Spending Account (FSA) are both financial tools designed ...

As the cost of education continues to rise (and often outpace inflation), many parents and guardians have taken ...

As children age into teens, they become more independent and more capable to learn about basic financial concepts. ...

It’s never too early to start learning about money! While young children won’t understand complicated financial jargon, they ...

When it comes to communication regarding the family’s finances, assigning roles within the marriage can help lead to ...

One of the most important keys to financial contentment and success is spousal unity. It’s critical to have ...

Should I Utilize a Fixed-Rate Mortgage or an ARM? Over the past decade, fixed-rate mortgages have ruled the ...

Congratulations! You’ve accomplished the first step and now know how much house you can afford. Now that you’re ...

As we enter into the summer months, real estate activity tends to pick up significantly. Summer is a ...

In our first segment on credit, we discussed the importance of reviewing credit reports each year. Not only ...

A credit score is comprised of five different factors, and each factor affects your score differently. The factors ...

Review Your Credit Report It’s a best practice to review your credit report annually. There are three major ...

Most folks tend to think of their credit score only impacting the rate they can receive on a ...

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As a starting spot, it’s important to understand what it means to receive a tax refund. Receiving a ...

Taxes are an inevitable part of life, and the US tax system is no exception. The taxes that ...

Our societal view of taxes is negative to say the least. Who wants to pay more in taxes? ...

SECURE 2.0 makes it easier to save for retirement, easier to preserve savings in retirement, and easier for ...

Now that a savings plan has been established for long-term goals, the next phase of the hierarchy is ...

The next foundational step is “secure.” This step comes after households have started saving for major, short-term purchases ...

After establishing an emergency fund and implementing the proper insurance policies, the “stable” step comes along. Households begin ...

The next foundational step is “surviving.” As a reminder, this step comes after all short-term, high-interest debt has ...

Over the next several weeks, we are going to go through the basic steps of what building a ...

St. Paul tells us that we are to be “cheerful givers.” Generosity can be manifested through contributions of ...

Before we start climbing the ladder, we want to make sure the ladder is leaning against the right ...

Unfortunately, things go wrong. To protect against the downsides that we often can’t control, it’s imperative to have ...

Debt is very prevalent in today’s society, and it’s often portrayed as something that everybody does. Our culture ...