Category Archives: Wealth
Seven Smart Uses for Your Tax Refund
You finished your tax returns and discovered you’ll be receiving a nice refund. You’re not alone. The IRS reports that the average American received a refund of nearly $3,000 in 2012, and the trend is continuing this year. But before
Consolidating your retirement accounts
The average U.S. worker will hold up to 11 jobs between the ages of 18 and 44, according to the Bureau of Labor Statistics. Some of those past jobs probably came with a 401(k) or an IRA account as a
Legal checklist for newlyweds
By: Grant Steadman and Rick Parrotte, local attorneys at law The months preceding and following a marriage are an exciting and busy time in a couple’s life. Among the hustle and excitement, it is important for a newlywed couple to
Five financial goals for young adults
Five, four, three, two, one—Happy New Year! Ring in 2013 with resolutions that will help you strengthen your financial position and set the stage for long-term success. Here are goals young adults can set and start working toward today: Save
Wealth
A plan is essential for navigating any path. Your financial plan is vital to helping keep you on track to achieve a lifetime of financial success. Many people mistakenly believe that a financial plan includes only investing for retirement. While
How to Afford Long-Term Care
It’s likely that at some point in your life you will need assistance with your daily activities. In fact, the U.S. Department of Health and Human Services estimates that 70 percent of people over age 65 will eventually need long-term
Seven Strategies for Saving
Are you doing your best to save for your future? It can be very challenging to begin a savings program. After necessities such as food, clothing and housing, there can be little left to put aside for future goals. Unfortunately,
