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Financial Wellness Tips
Financial Wellness Tips
Required Minimum Distribution Reminder!
By: Charlestien Harris Heads up to those of you that are at least 70 ½ and above – it is nearing the end of the year, and you don't want to forget to take your Required Minimum Distribution (RMD) that is required by the Internal Revenue Service. Required minimum...
October is Open Enrollment for Health Insurance Coverage
By Charlestien Harris Open enrollment is the time to review the health plans offered by your employer or compare options in the health insurance marketplace. Be sure to compare plans in the marketplace and evaluate the ones offered by your employer to choose the best...
Other Types of Insurance
By Charlestien Harris Risk management is a crucial aspect of safeguarding oneself against financial losses. Insurance plays a significant role in effectively managing risk during a financial emergency or unexpected life event. While contemplating the purchase...
September Tip: Update Your Estate Plan
By: Charlestien Harris There is no doubt that life happens every day, but when the unexpected occurs, you should be prepared emotionally as well as financially. You will never be fully prepared for everything that happens in life, but you can sit down and create a...
Insurance Awareness Month: Is Your Coverage Enough?
By: Charlestien Harris Insurance plays an important role in a sound financial plan and is a vital part of financial education. That's why you should take a close look at your current policies during the month of September. Insurance is defined as a practice or...
September is a Great Month to Regain Financial Ground
By: Charlestien Harris Whether you're returning to the classroom or the office, September is all about getting back to work. It's an excellent month to refocus on your finances before the busy holiday travel and shopping season kicks in. There might be several items...
Five Money Moves for College Students
By: Charlestien Harris It's that time of year when college-bound students will be transitioning from a familiar place to a college campus – whether far away or perhaps not very far from home. Regardless of the distance, your finances during college should be a top...
How Late Payments Affect Your Credit Score
By: Charlestien Harris August 14th is celebrated as National Financial Awareness Day. Although that day has passed, I want to ensure that my articles provide essential information to enhance the financial capabilities of my readers. Often, I hear people ask, “Why is...
Five Tips for Back-to-School Shopping
By Charlestien Harris Let’s face it, back-to-school shopping is going to be expensive this year. Not only do you have a lot to buy, but inflation is also driving up prices. If you didn't anticipate school supplies becoming pricier, you're not alone. Getting your kids...
