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Financial Wellness Tips
Financial Wellness Tips
The Pros and Cons of Filing a Tax Extension
By Charlestien Harris We are nearing the tax deadline of April 15! Some of you have already filed and received your refund, while others have delayed filing, perhaps because you anticipate owing taxes to the IRS. You are not alone. According to a polling survey...
Avoiding the Medicare Advantage Plan March Madness
By Charlestien Harris Spring fever is in full swing this month! The infamous March Madness brackets have been announced, and the competition has begun. While this can be a time of renewal and fierce competition, this month is also when you should take care of some...
Celebrating National Credit Education Month
By Charlestien Harris Credit is always a subject of interest to most consumers. When I teach my financial education classes, it is the topic that garners the most questions and takes quite a bit of classroom time to cover. Credit affects everyone in some way, whether...
Going Green in March: Taking Advantage of Energy Tax Credits
By Charlestien Harris In celebration of St. Patrick's Day and the "wearing of the green" this March, I've chosen to focus on the theme of "going green." But what does it mean to go green? In essence, it involves adopting methods and processes that safeguard the...
Going Green in March: When to Shred and When to Keep
By Charlestien Harris March, known for wearing green in celebration of St. Patrick's Day, also embodies the concept of "going green" in various aspects. In line with this theme, let's discuss ways to enhance personal finances through thoughtful steps. Spring serves as...
Rewriting Your Money Love Story
By Charlestien Harris Have you ever wondered about the origins of your money habits and how they contribute to the relationship you currently have with your finances? Often, we find ourselves questioning why we manage our money in a certain way or where these habits...
Romance, Rollovers, and Retirement: Moving money to reach your financial goals
By Charlestien Harris Presidents Day honors those who have served our country as past presidents. Presidents are featured on our paper money, and rollover money matters are the subject of this article. Let's explore what a rollover is, how it functions, and why it is...
A Letter for Your ‘Love’ Interest: Six common types of interest and what they mean for you
By: Charlestien Harris When I think about the month of February, love or having a "love interest" comes to mind. It's the month that celebrates love and what it means to be loved by someone. Now, you might ask, how is the topic of interest tied to love? But, if you...
‘The Love Talk’: Discussing Finances with Your Loved Ones
By Charlestien Harris Love is in the air, and February 14th is approaching fast! This day is known for expressing love by giving a box of chocolates, Valentine's cards, and flowers. A recently released Money Habits and Confessions Survey, conducted by Wakefield...
