Feb 16, 2024 | Blog, Financial Fitness
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...
Feb 8, 2024 | Blog, Financial Fitness
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...
Feb 1, 2024 | Blog, Financial Fitness
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...
Jan 25, 2024 | Blog, Financial Fitness
By Charlestien Harris For most people, change is never easy. But if the effort is made, it can lead to positive results in improving your finances. Contrary to what you might think, it is never too late to start making changes in your personal finances that...
Jan 18, 2024 | Blog, Financial Fitness
By Charlestien Harris The current focal point in finance revolves around the impending tax filing season. January marks the time when taxpayers gear up to receive their tax forms, ensuring timely filing. Employers, as mandated by law, must distribute tax forms...
Jan 11, 2024 | Blog, Financial Fitness
By: Charlestien Harris Student loan forgiveness has been a recurring topic of discussion over an extended period, and the important deadline affecting forgiveness eligibility has recently been extended. Whether or not you are familiar with this deadline, it directly...
Jan 4, 2024 | Blog, Financial Fitness
By: Charlestien Harris By now, you have wished “Happy New Year” to all your family, friends, and colleagues. Now that you have accomplished that, it is time to enter the new year with a fresh outlook on your finances for 2024! So often, we look back and say, “I...
Dec 21, 2023 | Blog, Credit, Financial Fitness
By Charlestien Harris 2023 is almost gone, and 2024 will be here before you know it! Most of us make New Year’s resolutions that may sometimes involve our finances. While I stress that budgeting is a crucial part of ensuring financial fitness, there are ways to...
Dec 14, 2023 | Blog, Financial Fitness
By Charlestien Harris How did the Grinch really steal Christmas? Well, let me tell you the “real” story! Holiday shopping is a tradition that spans way back, and many people feel obligated to purchase gifts for everybody. However, what often happens is...
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...