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Category Archives for Finances

Last Minute Tax Planning Tips

Tax Day is April 18th this Year. There’s still time to do some last minute planning to save yourself some taxes. Take a look. Last-minute retirement account contributions. 401(k)s and 403(b)s are tough becausec you have to have made your contributions as you go. Consider talking to HR about diverting a bonus check into the […]

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February is Financial Aid Awareness Month

Financial Aid Frequently Asked Questions Q. How soon do I need to file the FAFSA, and should I still apply if I think my family makes too much money? A. The sooner you fill out the FAFSA, the better. The application is free, and it’s not just a way to determine how much federal student […]

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When to Review your Insurance Policies

When is it a good time to look at your life insurance coverage? The follow­ing is a list of triggering events that require a review of your policy. Young and single When you are in your 20s or early 30s you may not think you need life insurance. In reality, buying life insurance when you […]

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Get Back into Your Work Groove

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5 Step End of Year Checklist

We all make resolutions this time of year. Here’s a quick checklist for some financial resolutions. 1. Income Plan One simple thing you can do to save money is review all of your insurance policies: health, home, life, automobile. Could you make coverage changes that would reduce your premiums? On the other hand, a mistake […]

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Creative Ways to Save During Holidays

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Beyond Home and Auto-Insurance You Need

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Your November Financial To Do List

Before the Holidays get in Full Swing. Check out these tips from Consumer Reports on how to get your finances in shape. Here’s what should be on your November financial to-do list. Get Ready for Black Friday Black Friday is still a few weeks away, but retailers are already advertising holiday sales. The best way to […]

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How to read the Medicare Part B Summary Notice

Reading your Medicare Part B Summary Notice can be confusing at best. Here is a guide to help you understand all the sections and terms.   1. Medicare Summary Notice: Medicare sends out statements like this example quarterly. If you didn’t use any medical services in a particular three-month period, a statement won’t be sent. Your […]

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Broker’s get Contests and Prizes-the Client may not Win

When it comes to investing your money-make sure you know what you’re getting your money into and why. This New York Times article cautions against blindly jumping into new products. According to the Massachusetts securities regulator, Morgan Stanley ran a sales contest to give incentives to its brokers to sell securities-backed loans to its wealth management clients […]

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