Dec 8, 2023 | Blog, Financial Fitness, Safety Tips
By: Charlestien Harris At this time of year, everyone is gearing up for a busy online shopping season, but especially the crafty and cunning scammer. Everybody is looking for that special deal, hard-to-find items, or great percentage-off sales that will save a shopper...
Nov 30, 2023 | Blog, Financial Fitness
By: Charlestien Harris It’s crunch time for gift-giving, and the race is on to find that perfect gift for that special someone (or a challenging family member). You don’t have to go overboard or break the bank to give great gifts or save a little money...
Nov 22, 2023 | Blog, Financial Fitness
By: Charlestien Harris The 2023 tax season has come and gone, but the 2024 tax season is just around the corner! Taxes are a sure thing, and most of you want to know how you can reduce your tax bill in the coming year. Tax planning between now and the end of the year...
Nov 17, 2023 | Blog, Financial Fitness
By: Charlestien Harris If you’re hosting large, lively Thanksgiving dinners, this article is tailored just for you! Being financially responsible for preparing that grand meal can be a daunting task, especially if you don’t consider some key factors when...
Nov 9, 2023 | Blog, Financial Fitness
By: Charlestien Harris The holiday spending race has begun, and you are ready to claim the prize for being the most prepared for the battle of the budget bulge, right? Is it just me, or does it feel like the holiday season pushes the starting line back earlier and...
Nov 3, 2023 | Blog, Financial Fitness
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...
Oct 20, 2023 | Blog, Financial Fitness
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...
Sep 22, 2023 | Blog, Financial Fitness
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...
Sep 15, 2023 | Blog, Financial Fitness
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...
Sep 8, 2023 | Blog, Financial Fitness
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...
