6 Ways to Help Your Elderly Parents With Finances

By: Venessa Worthington Whatever age your parents are, it’s never too soon to begin talking with them about their finances. You want to be sure your parents are well taken care of, so it’s vital to check in with them on their money situation. Here are six ways to help...

After College: Strategies for Your College Finance Plan

By: Tom Melecki We’ve discussed why students and their families need College Finance Plans (CFPs) and summarized strategies to use in your CFP’s “Before College” and “During College” phases. Let’s review some “After College” strategies. Almost 70% of college graduates...

Why we should start taking identity theft more seriously

By: David Lukić A lot of people hear about identity theft in the news but still fail to take it seriously. It is one of those things that people assume won’t happen to them, but in the modern age people have to be incredibly careful. What is Identity Theft and Online...

Further Faster Financially

By: Daniel G. Mazzola A 2019 Federal Reserve survey reported 4 of 10 Americans do not have enough cash to cover an unexpected $400 expense.  The COVID-19 pandemic has made life difficult for people who have lost a job and are living from paycheck to paycheck,...

Roth IRA Conversions: The Time Is Now

By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion.  The government has run itself into an immense debt to give its citizens assistance, and the...

Before and During College: Help Your Student Avoid Credit Card Traps

By: Tom Melecki There’s nothing inherently wrong with college students having credit cards. In fact, 56% of them posses at least one. But help your student beware of all those offers from banks and other credit card providers at this time of year. After all, a credit...
Your Budgeting Worksheet

Your Budgeting Worksheet

With this easy to use DIY budget worksheet you can start tracking your earnings and your spending, be mindful about your money and make better decisions that will lead to financial stability. Start gaining control by routinely checking back on just that one spreadsheet…and the best part is that your privacy is protected since the budgeting spreadsheet resides in your drive, so you don’t have to share any information with anyone.