Bad Money Habits to Break in 2018

Bad Money Habits to Break in 2018

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior.   #1: Lending money to family & friends. You may know someone who […]

The Major Retirement Planning Mistakes

The Major Retirement Planning Mistakes

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.      Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance […]

Your 2018 Financial To-Do List

Your 2018 Financial To-Do List

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient: […]

Year-End Charitable Gifting

Year-End Charitable Gifting

Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you.   To deduct charitable donations, you must itemize them on I.R.S. Schedule A. So, you need to […]

Avoiding the Money Pitfalls of Past Generations

Avoiding the Money Pitfalls of Past Generations

You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that.       Live below your means and refrain from living on margin. How much do you save per month? Generations ago, Americans routinely saved 10% or more of what they made, either depositing […]