Personal Finance

As the second highest consumer debt category in the United States, student loans are a concern for many people. On average, those who graduated in 2017 owed $28,650. Nationally, $1.5 trillion is [...]

No one knowingly wants to leave money on the table. And, yet, residents of the United States have a lot of unclaimed cash sitting out there in the ether just waiting to be recovered. Yesterday, I [...]

Tax season is officially upon us, and if you are a small business, you may be wondering how best to prepare for 2018’s tax filing. It is the first year everyone will experience how the Tax Cuts [...]

We have all seen the headlines regarding the recent partial government shutdown that dramatically impacted some families financial well-being. As a former federal employee, I sympathize with all [...]

There are 27.9 million small businesses in the United States according to the Bureau of Labor Statistics. Moreover, small businesses make up: 99.7 percent of U.S. employer firms, 64 percent of [...]

This is the time of year where people are notorious for making New Year resolutions. Although, a recent report from YouGov.com found that just 26% of Americans plan to make a New Year resolution [...]

As a CERTIFIED FINANCIAL PLANNER™ professional that specializes in helping Gen Xers and Millennials, “retirement seems so far away” is a common sentiment shared by the majority of the individuals [...]

Now, I am by no means a tax expert. Therefore, this blog post isn’t intended to offer explicit tax advice. However, I am a fee-only comprehensive financial planner. As such, I understand how [...]

It’s that time of year where when many people can feel extra generous. The holidays have a way of bringing out the inner philanthropist. If charitable giving is something that you have included [...]

Technology can go a long way in making life easier. From microwaves to cell phones, and everything in between, technology aims to make day-to-day life just a little more convenient (for the most [...]