financial well-being

Savvy Money: Make Tax-Planning an Ongoing Event

by morgan on Feb 8, 2019

Financial Planning, financial well-being, tax planning
If filing your taxes is a backwards-looking administrative task, tax planning is a forward-looking process that helps you reduce what you pay to Uncle Sam, plan future financial decisions, and get organized in the process! Make tax planning an ongoing event and reap the rewards of a savvier financial life.   

Three Simple Ways to Strengthen your Finances in 2019

by morgan on Jan 8, 2019

Make Better Financial Decisions, Financial Planning, financial well-being
Often, when it comes to New Year’s Resolutions, big desired changes, or our personal finances, we think so large that the change itself overwhelms us and halts us from doing anything at all. If that’s the case for you, consider making just a few simple changes this year to get your financial life moving in the right direction.  Steady progress may not be as exciting as dramatic change, but it is significantly better than no progress, and often easier to stick with. To that end, here's Three Simple Ways to Strengthen your Finances in 2019.
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