


Are Your Financial Goals Still Realistic?
By Charlestien Harris January is the start of a new year, and it may be time for you to rethink or set new goals for 2025! Life comes with unexpected twists and turns, and your financial goals may need to change with the new year. Determining your short-term and...
Southern Bancorp: Wealth Builders for Everyone!
By Charlestien Harris Who wants to build wealth…raise your hand! Most of us aspire to be financially stable during our lifetime. Being financially sound and knowing how to build your wealth can take different paths depending on the goals you set for yourself. What is...
Cost of Medicare Increasing in 2025: Here’s What to Know
By Charlestien Harris I know, I know – nobody wants to hear about higher costs coming in the new year! But you should be prepared because the higher costs are coming regardless of whether you are prepared or not. For some seniors, this means making major adjustments...
Giving Tuesday: A Good Time to Consider the Tax Benefits
By Charlestien Harris The Tuesday after Thanksgiving is commonly known as Giving Tuesday. It is when many people choose to make charitable donations to qualified organizations. People making charitable donations for Giving Tuesday, or at any time during the year,...
Preventing Holiday-Induced Financial Stress
By Charlestien Harris Often, we are told to get in the “holiday” spirit. But what does that really mean? For some of us, it means adopting a more festive attitude or mood. For others, it means wondering how to pay for the extra food, gifts, and costs incurred while...