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Financial Coaching

Dos and Don’ts for Using Your Tax Refund

When you receive an unexpected windfall, whether it’s from a tax refund, work bonus or a cash gift, it’s always a good idea to be proactive about how you’ll spend it instead of splurging or letting ...
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Financial Coaching

Is Your Web Browser Keeping You Safe Online?

Technology is always changing. Sometimes those changes cause software companies to stop making updates to their programs and apps. When programs are no longer being updated, they can become security ...
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Financial Coaching

Fake Check Scams On the Rise

In early September, the Better Business Bureau released a report warning about a spike in fake check scams. These scams now reach 500,000 victims each year. Many of the victims are in their 20s – a ...
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Financial Coaching

How Long to Keep Important Documents and Records

We’ve all asked that burning question to ourselves while going through old paperwork, “Should I keep this or throw it out?” The answer is, “It depends.” Some documents you can toss (shred) right ...
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Financial Coaching

9 Money Moves to Make Right Now

If you’re ready to start working on your financial resolutions, you don’t need to wait until the New Year. Now is the perfect time to get started. Yet, everyone has experiences that have shaped who ...
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Financial Coaching

Coach's Corner: Financial Resolutions for the New Year

A New Year is upon us yet again. With it comes the lovely tradition of New Year’s resolutions. You know these ones … I will lose weight, I will get organized, and I will not eat all of my daughter’s ...
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Financial Coaching

The ORIGINAL Shared Economy

The shared economy is becoming an increasingly popular concept. Companies that offer ride sharing and home vacation rentals have made shared economy services mainstream. While the term “shared ...
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Financial Coaching

New Technology, New Ways to Protect Yourself

Mobile deposit has been around for a few years now, and it’s brought a whole new meaning to the word ‘convenient.’ Previously, you had to find time in your day to make it to the branch before they ...
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Financial Coaching

The New Face of Identity Theft

As parents, we do our best to protect our children from danger – from spreading germs and falling out of trees to talking to strangers. But we often forget to protect their identity from fraud, which ...
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