Renovations to Your Home

Home Renovation Samples and Materials

With mortgage interest rates at levels not seen in more than a decade, home renovations this year might surprise the experts and see an uptick in activity.

SMART Goals for 2024

Notebook with a list of New Year Resolutions

With 2023 drawing to a close, many people take the opportunity to create new goals for the new year. SMART goals can help you lay the groundwork to pursue personal and business success.

Holiday Shopping Quiz

man sitting by Christmas tree while online shopping

How much do you plan on spending this holiday season? This Holiday Shopping Quiz will help you compare yourself with all holiday shoppers.

Social Security’s Role In Retirement

Social Security's Role in Retirement

Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.

Charitable Giving Strategies

Donation Box as part of Charitable Giving Strategies

Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.

Medicare Open Enrollment

Medicare-Eligible Woman Researching on the Computer

If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.

Personal Finance Numbers To Know

Personal finance budgeting

With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.

DO I NEED A BUDGET?

“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.