Financial Fitness

End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2018.                         What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2019 begins. Even [...]

By |2018-12-05T11:25:57-05:00December 5th, 2018|end of year money moves, Financial Fitness|Comments Off on End-of-the-Year Money Moves

Filling Out the FAFSA

Filling Out the FAFSA There is really no reason to wait. November is here – the ideal time for college students to apply for financial aid. October 1, in fact, marks the first day a current or future college student can submit a Free Application for Federal Student Aid, or FAFSA, for the 2019-20 academic year. Since some states offer aid on a first-come, first-serve basis, submitting a FAFSA as soon as possible is wise.1,2 You can even apply using [...]

By |2018-11-16T11:57:04-05:00November 13th, 2018|College Savings, Financial Fitness|Comments Off on Filling Out the FAFSA

Save & Invest Even if Money Is Tight

Save & Invest Even if Money Is Tight For millennials, today is the right time.  If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not earn enough money to invest. You are barely getting by as it is. Regardless, the saving and [...]

By |2018-11-16T11:51:53-05:00October 16th, 2018|Financial Fitness, Investing|Comments Off on Save & Invest Even if Money Is Tight

Financial Fraudsters Preying on Boomers & Elders

Financial Fraudsters Preying on Boomers & Elders If something sounds too good to be true, it probably is. If you are in or near retirement, it is a safe bet that you would like more yield from your investments rather than less. That truth sometimes leads liars, scammers, and fraudsters to pitch any number of too-good-to-be-true “investment opportunities” to retirees. Given all that and the classic money scams perpetrated on elders, you have good reason to be financially skeptical as [...]

By |2018-10-02T12:00:55-04:00September 20th, 2018|Cybersecurity, Financial Fitness|Comments Off on Financial Fraudsters Preying on Boomers & Elders

Guarding Against Identity Theft

Guarding Against Identity Theft Take steps so criminals won’t take vital information from you.    America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million people across the nation were impacted by I.D. theft in 2017 – an all-time high.1 The problem is getting worse – much worse. Last year, 30% of U.S. consumers were alerted about data breaches by firms [...]

By |2018-08-09T14:56:11-04:00July 31st, 2018|Cybersecurity, Financial Fitness|Comments Off on Guarding Against Identity Theft
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