It’s Holiday Season! Is Your Budget Ready?

According to a 2021 forecast from Deloitte, U.S. consumers will spend up to 9% more this holiday season compared to last year. Since holiday season spending doesn’t include just gifting, it’s essential to set your budget now.


December 3rd is National Roof Over Your Head Day

The basic necessity of having a roof over your head is often overlooked. It is essential to having a happy and successful life. National Roof Over Your Head Day is celebrated every year on December 3rd and serves as a reminder of the affordable housing issues in the U.S.


Financial Planning Tips for Military Families

Sixty-five percent of military families have experienced financial stress, according to a finance and lifestyle survey by This statistic is no surprise as they often face frequent deployments, high moving expenses, cost-of-living adjustments, and inconsistent pay. Here are some quick financial planning tips for all our veterans.


Four Reasons to Support Small Businesses

In 2010, American Express created a holiday called “Small Business Saturday.” It takes place every year on the Saturday after Thanksgiving to encourage Americans to support small businesses. This Small Business Saturday on November 27th, consider “shopping small” as you purchase holiday gifts. Here are several reasons why it’s essential to support small businesses.


November is National Family Caregivers Month

Many people care for a loved one out of necessity as their family members can’t care for themselves. Family caregivers often help with a wide range of household chores, social and companion needs, and managing finances.


The Importance of Long-Term Care Planning

According to the U.S. Department of Health and Human Services, over 70% of seniors will require long-term care at some point in their lives. Despite this statistic, very few people have a plan. Without a long-term care (LTC) plan, your finances will likely suffer if you need to pay for care. You may also put your family members in a

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Financial Planning: Goals, Manage Roadblocks, and Get a Second Opinion

October is financial planning month and a great time to review your financial situation. Regardless of what your goals are, financial planning can help you achieve them. Financial planning is examining your financial situation and designing a specific plan to help you reach your goals.


How to be Smart Using Credit

Taking steps to improve your financial skills includes understanding how to be smart using credit before you ever open any credit account. If you don’t take credit seriously, you may run into issues when applying for a mortgage, car loan, or funding for education through a loan.


What You Need to Know About National Retirement Security

National Retirement Security Week is October 17th through October 23rd. This week, Americans are encouraged to reflect on their retirement goals and determine whether they’re on track to reach them.


National Savings Day: October 12th

October 12th is National Savings Day, a day designated to celebrate the act of saving and share simple ways to polish existing saving habits. Saving money doesn’t need to be difficult, as many people have already perfected the art of saving. Saving money can be fun if you simplify saving automatically as a financial resource for you to use later

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