by Kim Hall | Jul 16, 2024 | Taxes
Wonder if you’re paying too much in taxes? Building wealth is an incredible achievement, but it also comes with the responsibility of protecting and maximizing it. When you reach that coveted millionaire-next-door milestone, you may run into new hurdles when it comes...
by Kim Hall | Jul 10, 2024 | Protecting Your Assets & Credit, Retirement
Ever noticed how small luxuries tend to become everyday needs over time? That’s what “lifestyle creep” (also called “lifestyle inflation”) is all about. It’s when the occasional luxury (that pricey coffee or treat-yourself dinner) starts...
by Kim Hall | Jun 25, 2024 | Trivia
Independence day is right around the corner – a weekend of barbecues, family time, and fireworks shows. But what’s the price tag behind those festivities? Test out your knowledge with this month’s financial trivia question! How much did Americans spend on...
by Kim Hall | Jun 18, 2024 | Retirement
The future can feel overwhelming – planning for it even more so. With so many acronyms and options thrown around for savings and investment accounts, figuring out the right retirement path can feel like navigating a financial maze. Fear not, weary traveler. This...
by Kim Hall | Jun 5, 2024 | Trivia
Most Americans are planning to travel the same amount – if not more – in 2024, with nearly half of all survey respondents saying they’ll spend “a minimum of $4,000 on travel throughout the year.” So our question is this: What type of travel...
