Already thinking about the mountain of things you have to do before the holidays? Check out this list of common holiday money mistakes — some you may not even realize…
Author archives: Melissa Brock
4 Early Signs that an Aging Loved One is Struggling to Make Financial Decisions and How to Handle It
Got an aging loved one who might need financial help? Find out for sure and learn what to do next.
Do You Need a Financial Advisor Before the End of the Year? Here’s How to Know for Sure
Have you reflected on what went well and what didn’t go so well with your finances this year? Do you need to get a financial advisor’s help before 2021 winds…
Did You Forget to Ask these 8 Money Questions During College Visits?
It’s Thanksgiving — right when you think college visits have wound down. Not so fast. Have you asked these 8 important college money questions?
Do What You Love, the Money Will Follow: Is it a Trap, and Have You Fallen into It?
A quote long attributed to Confucius: “Choose a job you love and you’ll never work a day in your life.” Is that a load of baloney or not?
Do You Have Financial Wellness Down Pat? Here’s What You Need to Know This Holiday Season
Financial wellness might be crucial during the holiday season. Having a sense of peace about your money might mean that you can relax about everything else and actually enjoy the…
Ready to Retire? 3 Simple Financial Signs for Anyone (at Any Age!)
Thinking about retirement? Whether you’re 30, 40 or 60, you must evaluate these three things — no ifs, ands or buts.
Disaster Prep Plan at the Ready? If You’re Not Prepared, it Could Cost You
Not disaster prepped? You might think the Atlantic hurricane season or wildfire season is history for another year, but now’s the best time to prepare your finances — and yourself.
Think You’ll Bump Up a Tax Bracket? Here’s What to Do
Paralyzed with nerves because you think you’ve made more than usual this year? Here’s what to do if you think you’re going up a tax bracket.
There Are Downsides to Making a Lot of Money — Do You Agree?
Downsides to making a lot of money? What? Believe it or not, you can tap into several pitfalls of being wealthy. Let’s walk through a few.