Skip to main content
Making a difference to those
who make a difference.

Spending & Managing Money

Ready to take on the great outdoors?

Posted in Spending & Managing Money on May 3, 2019

Here are some additional expenses to consider when purchasing a motorcycle, boat, or RV

As we get to the time of year for warmer weather, many think about getting outside more. In fact, some may consider buying a motorcycle, boat, or recreational vehicle.

But before you purchase, you might want to consider some additional expenses that go along with owning one of these vehicles.

 

Continue Reading

So you want to take a vacation. Here are some vacation planning tips to help you make the most out of your trip

Posted in Spending & Managing Money on March 26, 2019

You’ve been working long and hard, and it’s finally time for a little rest and relaxation. A vacation should be worry-free. So here are a few vacation tips to help you make the most of your travel plans.You’ve been working long and hard, and it’s finally time for a little rest and relaxation. A vacation should be worry-free. So here are a few vacation tips to help you make the most of your travel plans.

Continue Reading

The world of financial literacy can be complicated. Help your child learn skills for financial independence

Posted in Spending & Managing Money on March 26, 2019

When was the last time you talked with your child about money and finances? As parents,  one goal when it comes to raising our children is to help them become self-supporting adults and a contributing member of society.

Continue Reading

When a pet gets sick, vets can be costly. Here's how to keep your furry friends from breaking the bank

Posted in Spending & Managing Money on March 1, 2019

We all love our pets. Cats, dog, ferrets, hamsters, and fur babies of all sorts are members of the family. They eat and sleep under the same roof. They give us affection when we’ve had a rough day. And we even have pictures of our loved ones that include our pets sprinkled throughout the house.

Continue Reading

Avoid these common mistakes when filing your tax returns

Posted in Spending & Managing Money on March 1, 2019

It's that time of the year again when we're all bringing out our calculators and sharpening our pencils to fill out our tax returns. But the last thing we want to do is to wind up making a mistake that could jeopardize your finances by delaying your refund, make you accountable for a fee or, even worse, force you to do that dreaded paperwork and math all over again! Whether you choose to go it alone, use a tax-prep computer program or hand it all over to an accountant, begin by checking out this list of common mistakes people make when filing their tax returns.

Continue Reading

Love your finances (again)

Posted in Spending & Managing Money on February 4, 2019

Perhaps years ago everything was going smoothly. Your bank account was full and so was your life. During that time, money was your friend. But something happened along the way and your finances have become more of a chore and a hindrance, and  money and the notion of finances got a bad rap.

Continue Reading

Choosing a tax preparer

Posted in Spending & Managing Money on February 1, 2019

It seems we just celebrated and welcomed a new year and now it’s time to think about taxes. We all seem to dread it and procrastinate, but the truth is, it’s one of those things that usually isn’t too bad once you get started. Getting started is the hardest part!

Continue Reading

Tax Code Changes 2019

Posted in Spending & Managing Money on February 1, 2019

The tax code gets a bit of an overhaul each year, and with the changes, it can get confusing. No worries though, we'll walk you through everything you need to know for 2019. 

Continue Reading

Creating a budget for the new year

Posted in Spending & Managing Money on December 31, 2018

As we head into the new year, it’s a good time for reflecting on last year – Was it overall a good year? Did you meet most of your goals? How were your finances? What did you get right and how could you improve? If you financially had a great year, then good for you! But if it wasn’t that great or you think it could’ve been better, then perhaps you need to create or revisit your budget.

Continue Reading