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Financial Wellness Tips
Financial Wellness Tips
How to (Safely) Shop Online During the Holiday Season
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...
Money-Saving Gift Ideas
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 while enjoying...
How to Reduce Your Taxable Income
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...
10 Financial Shortcuts for Thanksgiving
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 entertaining...
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...
