Before You Go… A Financial Checklist for Travelers
You’ve planned every aspect of your summer vacation, double checked your suitcase and memorized your itinerary.
But have you put your finances in order?
Keep your vacation stress-free with these tips:
HAVE MULTIPLE WAYS TO PAY. Be ready for any event by bringing diff erent types of credit and debit cards with you, as well as a stash of cash. Only carry the items and cash you’ll need for the day, and keep the rest...Read More »
Are you ‘Phish’ bait?
We know…you’re likely thinking, ‘Phishing scams? Again?’ Don’t worry; we’re not running out of content for your quarterly newsletter. When it comes to cyber safety and security, making sure our members have the right tools and knowledge to keep you and your money safe is a top priority.
Didn’t read the last few newsletters? That’s ok. We’ll recap.
1.) Use an RFID blocking sleeve, wallet or purse to keep fraudsters...Read More »
Whether you’re planning your first budget or re-evaluating your current budget, the ground rules below will set you up for success.
1) Budgeting is about confidence, not guilt. A budget lets you fully understand where your cash is going each month – so you can design a plan that allows you to truly enjoy your money.
2) Stop comparing yourself to others. An effective budget is tailored to your specific wants and needs, with categories based on where you live and work, what your...
Think back on each New Year. Notice anything in common with years past? Maybe you’ve resolved each year to make better nutritional decisions. I will not eat the WHOLE plate of cookies. Or, maybe you’ll take it a step further and throw in a promise to yourself to take your health a little more seriously.
My neighbor can get up at 5:00 am for a run before work. Why can’t I?
Whatever your resolutions may be, why not resolve to take better care of your financial health as...Read More »
NMLS # 452961
Purchasing a home is quite a commitment! It doesn’t matter whether you’re doing it for the very first time or if you’re a veteran in the home buying business; there’s always something that causes the process to seem overwhelming. It doesn’t have to be that way! As part of our commitment to Helping You Afford Life and Simplifying Your Finances, we’ve partnered Independent Mortgage Associates. Joe Menna and his team have been providing complete mortgage...Read More »