Financial Checklist for Your Thirties and Forties

Your 30s and 40s can usher in a period in which your financial situation becomes increasing complex due to varied and sometimes conflicting priorities and expenses. You may find yourself contributing financially to support aging relatives at the same time you’re providing for your children – and trying to save for long-term financial goals of […]

To Buy or Not to Buy a Vacation Home?

You’ve always wanted to own a vacation home, and now you finally feel ready to make that purchase. Before you put an offer in for a cabin on the lake or condo in the mountains, consider the realities of owning a second property. Here are a few questions to think about before you finalize your […]

6 Tips for Spending Wisely this Holiday Season

When holiday music is piped into malls and festive themes accompany some hard-to-miss sales, it’s no wonder people are compelled to overspend during the holidays. Here are six helpful tips to keep help keep your holiday spending in check this season. Start with a list. Even Santa knows it’s wise to make a list (and […]