Why Is Home Buying a Key Personal Investment? It is considered a truism that owning a home is a better financial option than renting. After all, the logic goes, why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how [...]
Five Wealth-Building New Year’s Resolutions At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial independence and [...]
New Year, New Goals: Your Countdown to Financial Health For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the [...]
Tips On Growing Wealth Having money is not enough, but learning the habits, behaviors, and rules that can make you grow your money, so you do not later return home broke is essential. No doubt everyone wants to live a life of comfort and build wealth, so you [...]
6 Things To Do Before You Go Away For the Holidays The holidays are a hectic time for traveling, and any homeowner might be understandably uneasy about leaving his or her home unattended during the busiest time of the year. Prepare your home the right way with these [...]
Understanding Charitable Giving Charitable giving is a great way to support your community, make an impact, or leave a legacy while receiving tax benefits for giving. If you choose to give and find an organization you’re passionate about, add charitable giving to your ‘to-do list’ before the year [...]
RMD Roundup: A Few Key Updates About Required Minimum Distributions As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required [...]
Holiday Shopping: Back to Basics In 2020, we experienced a holiday season like no other. Because of COVID-19, we had to adjust our gatherings, our plans, and even our traditions in unexpected ways. However, that didn’t seem to hinder our holiday shopping much. Estimates from the U.S. Census [...]
5 Tips for Shopping on Small Business Saturday There’s no question that November and December are the biggest times of year for shopping. But this year, it’s more important than ever to shop small and benefit your community. Supporting local businesses means you’re supporting your friends and neighbors. [...]
Thanks and Giving: How You Make a Difference on Giving Tuesday Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want [...]
CONNECT WITH BOB