Personal Finance

saving money

A Good Time to Save…For Now

Saving money is always important. As Warren Buffet said, “Do not save what is left after spending, but spend what is left after saving.”

AI and Personal Finance

AI and Personal Finance

The advent of AI affects many industries, including personal finance. The benefits of AI excite many to imagine the possibilities.

establishing a budget

Establishing a Budget

Armed with a clear picture of your goals, you can work toward establishing a budget that can help you reach them.

529 Plans

Take Advantage of ‘529’ Day

529 Plans can be used to finance higher education expenses like tuition, fees, and room & board for post-secondary education. Happy 529 Day!

banking crisis

Surviving a Banking Crisis

To protect yourself in these troubling times, you should understand what causes a banking crisis and the steps you can take to help ensure your financial security.

peer-to-peer payments

Peer-to-Peer (P2P) Payments and Taxes

The most common P2P payment apps include Venmo, PayPal, Zelle, and Cash App. Despite the growth, most people don’t understand the tax implications of these payments.

Know Your Paycheck

Back to Basics: Know Your Paycheck

Most people never take the time to understand what their paycheck details entail. Beyond the bottom line of how much you are getting paid, a great deal of information can be found in a full pay stub.

financial emergency plan

The Importance of Building a Financial Emergency Plan

A financial emergency plan ensures you have enough resources to take care of unexpected expenses, such as medical bills or home repairs. Although there is no one-size-fits-all plan, there are steps that can help you create a financial emergency plan.