Tax time is upon us! With W-2s and 1099s arriving in the mail on what seems like a daily basis, I wanted to address the unique tax issues associated
Financial skills are critical to both corporations and individuals. Acquiring and effectively allocating limited resources requires analysis and planning as well as critical thinking skills to adapt to an ever-changing world.
Three Financial Health Tips For the New Year
Evaluating your personal finances on an annual basis is a great way to assess your financial health. We all have different values and goals that
Should You Refinance Federal Student Loans through FinTech Lenders?
Most federal student loan payments have been on pause since March 2020 under the CARES Act. That explains the dramatic decrease in the delinquency
Protect Your Money Against Inflation
We can feel our day-to-day living expenses have been rising in the past year due to inflation. Groceries keep getting more expensive. Gas prices in
Retirement Savings: What’s Your Number Part II
In my September blog post, I covered the concept of “The Number.” It is the amount you need to save during your working years in order to have a
The Pandemic’s Toll on the Credit Card Industry
The credit card industry has not been immune to the COVID-19 pandemic. Credit card issuers and financial institutions have faced challenges in 2020 and
Retirement Savings: What’s Your Number?
"The Number" -- or the amount you need to save during your working years in order to have a comfortable retirement -- is, in my opinion, the Holy Grail
FinTech’s Growing Footprint in Financial Services
What is FinTech? FinTech is short for financial technology. The FinTech industry is comprised of businesses that utilize new technology to create
The Expanded Child Credit & Dependent Care Tax Credits
Recent tax law changes just enacted under the American Rescue Plan Act (ARPA) may affect you. The ARPA was passed by Congress and signed into law on
A New Line of Business: From Gas to Electric
This past spring, I was in the market to buy new lawn equipment. I did what most consumers do, and I researched online and found several stores were