Monthly Archives December 2016

Make Your Retirement Income Stretch Longer

Retirement can represent the best time of your life. You’re finally free to spend your days as you choose, and you can travel or adopt the hobbies of your choice. On the flip side, retirement might feel more limiting since you’ll be living on a fixed income. We want to help you stretch your retirement income as much as possible, so that you can enjoy your golden years to their fullest. Take these steps to make your retirement income go a little farther, and enjoy a bit more room in your budget. Analyze your budget. It can be scary to
Read More

Categories: Blog.

7 Easy Steps to Build Personal Wealth

Everyone dreams of moving up the wealth ladder, as tough as that might be. But we have good news: The economy is improving, and anyone can grow their own personal wealth over time! That’s not to say that you’ll become Bill Gates in the next few years, but following these six easy steps can at least help you retire more comfortably. Decide upon a plan of action. Everyone dreams, but not everyone actually makes a plan to achieve their goals. Decide how you want to grow your wealth, do your research, and schedule a meeting with us to discuss your
Read More

Categories: Blog.

Hurry to Earn This Tax Deduction by December 31

We’re all pretty busy right now, but income tax season will be here before you know it. And as usual, you will want to claim every possible deduction so that you can lower your tax bill. Since most deductions will be taken for things you did during 2016, you have to act now in order to claim them in the spring. That rule applies to charitable contributions in particular. If you want to claim them on your tax return, all contributions must be made by December 31. Follow these steps to help ensure that your gifts can be counted as
Read More

Categories: Uncategorized.

6 Ways to Protect Your Credit Score This Holiday Season

Black Friday and Cyber Monday have come and gone, but we are still in the midst of the busiest shopping season of the year. It’s easy to get carried away as you shop for your family and friends, and it can be tempting to make a number of mistakes with your credit cards. Unfortunately, if your credit score drops, it can take months or even longer to repair the damage. So follow these steps to protect your credit score as you fill your holiday gift list. Resist the urge to max out cards. It can be tempting to spend a
Read More

Categories: Uncategorized.