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Financial Briefs

Financial Advisors vs. Robo Advisors - Which Is Worth It?

What’s the difference between a robo advisor and an actual financial advisor? It may seem like there’s an obvious answer - I mean one’s a software - but truly, what’s the difference in services between a robo advisor and a financial advisor?

Paws and Effect: The Annual Cost of Pet Ownership and How to Reduce Costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends.

How to Protect Your Finances While Traveling On Vacation

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.

Ups and Downs of Online-Only Banking

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact.

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.

Meet the 529: Your Best New Collegiate Friend

After the shock and joy immediately following the baby’s birth then all the other emotions set in as you mentally fast forward through the sudden expenses to be expected in the future...one of the biggest being the cost of education. Now, more than ever, a bachelor’s or a trade degree is essential for a future.

Financial Resolutions: 6 Tips to keep you Accountable

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

Credit Card Scams are Proliferating – How to Protect Yourself

Identity thieves and credit card scammers are more relentless than ever in their pursuit of your personal financial information, and as more people are opting to conduct their shopping and their financial transactions online, the number of scams increases proportionately.  Armed with nothing more than a computer keyboard and a geek’s knowledge of how to prowl the cloud, they work 24/

Your Credit Card Security Code is the Key to Fraud

Credit card fraud is on the rise. Millions are hit with it each year, so most credit card users are more vigilant than ever, which is a good thing, except for when they fall for a fraud investigation fraud.  Think about it, you’re now conditioned to watch over your carefully watch over your credit cards and react promptly if any signs of fraud pop up.

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