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Year-End Tax Tips For 2020

By Jean Chatzky * These year-end tax tips offer potential savings for your 2020 returns Yes, it feels like we just finished filing our taxes. And yes, it’s already time to start thinking about them again. That means getting organized now and making sure you do everything you can to lower your 2020 tax bill […]

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Achieving Dreams Meeting Needs

Fall Smart Money Moves

5 Smart Money Moves to Make This Fall As the leaves begin to change color, it’s time to start thinking about your year-end money strategy. The fall and winter holidays are close…closer than you think. Use the following strategies, Fall smart money moves, to make the rest of the year count. Clean out your closet. […]

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6 Ways to Get Financially Fit in 2020

About half of Americans make New Year’s resolutions each January, but only about 20% of people keep them. Getting into shape and achieving financial goals are among the most popular resolutions. (Statista.com). While we can’t help you reach your ideal weight, we can share 6 ways to help you become financially fit in 2020: 1. […]

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Devise a Down-Payment Plan

Questions About Buying a Home If you’re thinking about buying a house in the next year or two, you may wonder what you’re getting into. Among those questions might be: How big a down payment do I need? Where will I get the money? Here are a few ideas about how to build your down […]

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Achieving Dreams Meeting Needs

10 Smart Money Moves for Your 20s

10 Smart Money Moves for Your 20s If you’re in your 20s, you have a financial asset money can’t buy–time. And time makes your money grow. Making some smart money moves in your 20s pays off now and in the future. Here’s a list of 10 Smart Money Moves for Your 20s: 1. Set financial […]