The beginning is always today. -Mary Shelley What Issues to Consider at the Start of the Year The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make … [Read more...]
New Year Considerations, Financial Records to Maintain, NYE in Vegas
Organizing Your Financial Records
Maintaining Your Financial Records: The Importance of Being Organized An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times … [Read more...]
What Issues Should I Consider at the Start of the Year?
The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations: What … [Read more...]
2023 Goal Planning
The start of a new year is a great time to reassess your financial goals and the steps you are taking to achieve those goals. Do you have financial goals but aren't sure how to take the first step? As you look through this master list of financial goals, remember that we are always available to … [Read more...]
Retirement Investors Get Boost, 2023 Goal Planning, & Powercat in the BVI
For last year's words belong to last year's language. And next year's words await another voice. -T.S. Eliot Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by … [Read more...]