• Why do we save so little?

17 Ideas for Your 2013 Tax Refund

What could that money do for you?
Is a tax refund coming your way? If you have already received your refund for the 2013 tax year or are about to receive it, you might want to think about the destiny of that money. Here are some possibilities.

Start (or add to) an emergency fund. Many people don’t […]

By |March 3rd, 2014|Financial Article|

Getting off on the right foot in 2012

A look at some financial changes & the opportunities they may present.

Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012.

Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to these […]

By |January 12th, 2012|Financial Article, Financial Planning|
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