Category: Money Messages

How to review your 1099-NEC or W-2.

As the holiday season concludes, it’s time to reflect on expenses with family.

The rollout of the FAFSA for education year 2024 – 2025 had been anything but stellar, and some have experienced some real frustration completing the process. What is going on and what do you need to know.

Inflation is putting the squeeze on our wallets, but let’s see if our lifestyle choices are also throwing a curveball.

As we put a bow on the Christmas season, you may be feeling regret from the purchases you’ve made. Here’s what you need to do about it.

What is a QCD and why is it a great way to give?

Click here for a few shortcomings when it comes to using the “quick and cheap” method of preparing your return.

Teach your kids to save using a piggy bank.

We all know we should take our retirement planning seriously, but who has the time? Watch this money message to get a quick and easy tool for running a retirement projection with our MoneyGuide Monte Carlo Simulator. Then contact your financial planner to update your plan to make sure you are on the path to success.

What is a three-letter acronym that stands for something most homeowners don’t understand but costs them a small fortune?