The Pros & Cons of Hiring a Tax Professional

The Pros & Cons of Hiring a Tax Professional

For the majority of high-income earners who have financial complexities such as business ownership, home ownership, investments and more, hiring an accountant can make sense. However, some entrepreneurs and retirees prefer to face tax time alone, despite having...
Money Advice for First-Time Millennial Parents

Money Advice for First-Time Millennial Parents

KEY POINTS Sign up for life and disability insurance. Eliminate your debt as soon as possible. Increase your income stream. The Millennial generation is the most talked about generation since the Baby Boomers. And while many call Millennials entitled and selfish,...
Is Organic Food Really Worth The Price?

Is Organic Food Really Worth The Price?

KEY POINTS Why we recommend the nutritional and financial benefits of organic food. Investing in organic food can reduce your family’s health care costs. Don’t eat organic all the time, but find the balance and save big. The relationship between food,...
The 2016 Financial Checklist For Parents

The 2016 Financial Checklist For Parents

KEY POINTS Create an emergency fund that can last 3-6 months. Make a budget and a college savings plan. Protect your family by buying life insurance and writing a will. Is 2016 going to be the year you finally get all of those financial tasks crossed off your to-do...
Separate or Shared Bank Accounts: What’s Better?

Separate or Shared Bank Accounts: What’s Better?

I remember returning home after my honeymoon totally relaxed and happy. It was an exciting point in our lives, full of possibility and with lots of new decisions to make as a young married couple. I changed my name, we got a new apartment, and also we took a little...


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