Feb 21, 2025 | Finances
Aiming for Financial Goals as a Couple Financial goals make it possible for you and your partner to work toward achieving your dreams. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances...
Feb 14, 2025 | Finances
High School Students! Here’s How You Can Make College More Affordable. With the cost of college rising rapidly, it can be overwhelming to think about how to pay your way through school for either yourself or your kids. Fortunately, saving hundreds, or even...
Feb 7, 2025 | Planning
Fire Survival Starts with a Family Escape Plan The recent wildfires in California forced thousands of families from their homes with little to no warning. If you ever find yourself in a similar situation where you need to evacuate your home with only a moment’s...
Jan 30, 2025 | Taxes
Help! My tax form is wrong! You may receive a tax document with incorrect information. You may also discover that a tax form you’re expecting was never delivered. Here are several situations you may encounter with incorrect information and what you can do about it....
Jan 22, 2025 | Taxes
When to Consider Filing Early The tax filing season for 2024 tax returns is now officially open per the IRS. So when is the best time to file your tax return? Sometimes it makes sense to delay filing as long as possible, but on other occasions an early filing of your...
