by Lisa Whitley | Oct 26, 2021 | Basics of Credit, Basics of Investing, Inflation, Retirement & Investing |
Can you ace the FINRA financial literacy quiz? In 2009, the Financial Industry Regulatory Authority (FINRA) developed a six question quiz to measure the financial literacy of Americans. The most recent 2018 results were pretty dismal: only 40% of Americans were...
by Lisa Whitley | Oct 1, 2021 | Retirement & Investing |
Is more income always better? Almost always…but it may also result in an unexpected bill at tax time. Whether you are in retirement or still working, a critical part of tax planning is being aware of how crossing certain income thresholds affects what you pay....
by Gayle Evezich | Sep 22, 2021 | Retirement & Investing |
We were on vacation when my daughter, who has a rare disorder, needed an ambulance. She has good coverage through the ACA Marketplace, but we were out-of-network. They took her into an ambulance to run tests and then took her to the hospital. After some fluids and...
by Gayle Evezich | Sep 8, 2021 | Retirement & Investing |
I am a single woman over fifty which makes me part of one of the fastest growing demographics in our country. I call this group SWOF (Single Women Over Fifty). The growth of this demographic is attributable to three ongoing cultural shifts that began a few...
by Lisa Whitley | Sep 1, 2021 | Debt, How-to Pay off Debt, Retirement & Investing, Savings |
Congratulations! You’ve got your emergency savings locked down and now you are moving on to the next step in your journey: paying off high interest debt. While you rightly prioritized building up an emergency fund over retirement savings, now what? Credit Card Payoff...
by Gayle Evezich | Jun 25, 2021 | Retirement & Investing |
The Child Tax Credit Update portal is now available to those who choose to opt out of receiving advance child tax credit monthly payments. Background: The American Rescue Plan (which was signed into law in March of 2021) increased the child tax credit from $2000...
