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 when you need to locate a financial record or document–and you’ll need to locate it relatively quickly. By […]
Maintaining Your Financial Records: The Importance of Being Organized Read More »
From USAToday.com The new year is giving scammers an easy way to forge documents, but you can protect yourself with an easy New Year’s resolution: Stop abbreviating the year. Why? This year’s abbreviation is easily changeable and could be used against you. The concern is that scammers could easily manipulate a document dated “1/1/20” into “1/1/2000”
Stop abbreviating 2020. Police say it leaves you open to fraud and could cost you big Read More »
Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch,
Financial Lessons From Football Read More »
The Markets (as of market close May 17, 2019) Investors were heading for the hills early last week as stocks suffered their worst day on Monday following China’s announcement that it would impose an additional $60 billion in retaliatory tariffs on U.S. imports. Stocks for several companies with direct ties to China were hit particularly
MARKET WATCH: MAY 20, 2019 Read More »
The Markets (as of market close May 10, 2019) Only a late rally last Friday saved the benchmark indexes from their worst week of the year. As it was, each of the indexes listed here fell at least 2.12%, with the Global Dow and the Nasdaq falling more than 3.0%. During the week, the small-cap
MARKET WATCH: MAY 13, 2019 Read More »
It’s TAX TIME . . . and scams are rampant. Attached is one such message you may receive. Please note that if you have any issues with the IRS, you will first be contacted by regular mail, not email or by telephone. If you should have any questions, as always call. Click the play button to ‘answer the
The Markets (as of market close January 18, 2019) Rhetoric that trade tensions between the United States and China may be easing helped quell investors’ concerns, prompting a stock market rally last week. The large caps of the S&P 500 and the Dow led the way, followed by the Nasdaq, the Russell 2000, and the
MARKET WATCH: JANUARY 22, 2019 Read More »
Video Podcast Audio-Only Podcast
On the Money Program | January 5, 2019 Read More »
Overview Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the United States. Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American
Annual Market Review 2018 Read More »
Video Podcast Audio-Only Podcast
On the Money Program | December 29, 2018 Read More »
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