Finances & Your Family
Identity Theft: What You Need To Know [Video]
So we are here today to talk about identity theft. It is near and dear to our hearts because we have both recently gone through something similar to this. So at the end of 2019 as I was wrapping up our budget getting ready for 2020, I noticed that right around Christmas I had right…
86% Of Estate Planning Documents Don’t Get Finished [Video]
Recently I heard a statistic about how estate planning documents don’t get finished. They showed the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could be a will, trust, or power of attorney, you…
Weight Of Mine VS Yours: Loans & Credit Card Debt [Video]
Do you ever feel like it is “you” versus “me” when you have money conversation with anyone?
Credit Card Usage Is Up
Credit cards have been a way of life in America for the last 40 years. You can’t watch a sporting event these days without hearing a “What’s in your wallet?” commercial from Capital One! During the Great Recession of 2008-2009 many Americans fell out of love with credit cards. Not only are they expensive, but…
When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video]
Getting the right mortgage is one of the bigger financial decisions your family will ever have to make. So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be looking for. Shorten The Term Of Your Mortgage The first tip is to look at SHORTENING…
Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
