Financial To-Do List

Financial To-Do List

The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals. The checklist below is a simple way to get...
How to Plan for the IRS & SSA Policy Changes

How to Plan for the IRS & SSA Policy Changes

Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue Service and the Social Security Administration are updating their policies to combat the squeeze on American wallets. These include an 8.7%...