Personal Finance
We are dedicated to keeping clients abreast of the latest developments and tax-saving strategies. This section includes a library of hundreds of timely articles about business, taxes, finances, trends and the like. The articles are categorized by subject matter, which can be accessed from the links. Click on your topic of interest and find a wealth of information.
DOLLARS & SENSEWe all need help when it comes to managing our savings. This section provides you with tools and resources to help you make the most of your money. Please call our office so that we can discuss your specific circumstances and explore the options that are available to you.
Tools to Help Manage Your SavingsThe following are some helpful tools to assist you in managing your savings.
Unclaimed Property - Missing an account? Maybe it was turned over to a state's unclaimed property department. Most states provide Internet search capabilities for unclaimed property. Use Nat'l Association of Unclaimed Property Administrators as the gateway to individual state sites.
Locating the Highest Interest Rates - Select your state or the highest 100. Use the Bank Rates Locator to find the highest rates...
Smart Ways to Raise Cash in an EmergencyEven the most careful people can encounter a financial emergency and need cash fast to deal with it. Unexpected auto and home repairs, health emergencies, and work layoffs are common situations.Raising money the smart way can minimize the impact. Choose the wrong way, though, and the impact can be long-term. Here are ways to come up with the money you need, ranked from the smartest to the dumbest.1. Raid Your Emergency SavingsIf you have a liquid fund for emergencies, you’re all set. Th...