Looking for something more in-depth?
We offer:
- Financial Education
-
One-on-ones
- Workshops
- Courses
- Outreach
- Partnership
Financial Wellness Tips
Financial Wellness Tips
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 it is...
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 love? But, if you...
‘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...
Student Loan Forgiveness Extension: What to Know and What to Do
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...
Now is the Time To… in 2024!
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 want...
Where to Find Free or Low-Cost Financial Resources for 2024
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...
Beware of the Holiday Budget Busters
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 that the...
