Avoid Credit Score Mistakes With Help From a CPA

Do you know what your credit score is? Do you know what other people see when they check your credit score? If you’re not sure, it’s probably a good idea to personally check your own score. Everyone is eligible to one free credit report each year from each of the three major credit reporting … [Read more...]

Make the Most Out of Your Tax Refund

  A tax refund is not a bonus, but people often treat it that way. In reality, your tax refund is a reimbursement from the government for withholding too much of your income. The average federal tax refund this year will exceed $3,000. Before making a reservation at the nicest restaurant … [Read more...]

Millennial Millionaires? A Financial Advisor Could Help You Join The Ranks.

  Millennials, or young adults under the age of 35, may not feel they’re on a career trajectory toward becoming a millionaire. However, with careful planning and advising, many millenials can obtain this goal and set aside a comfy nest egg for adulthood and retirement. The key is … [Read more...]

Retirement Income Payment Plans – Choose Wisely

If you are getting ready to retire,  you may find yourself faced with the question of how you should receive income payments – in increments or all at once. Most people end up choosing steady payments, or "life annuity".  Having that steady income can make for less stress than taking a big lump … [Read more...]