November Savings for the Holidays
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...
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...
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...