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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...
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...
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...
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...
‘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...
Habits to Make to Get Out of Debt
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...
Tax Season Changes for 2024
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...