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The importance of having a savings plan can’t be stressed enough. Women have an even greater need than men to begin saving as much as they can early in their careers, since they have a longer lifespan than men¹ and typically earn less over their lifetimes².

As you start out in life, your finances can seem overwhelming. How can you start saving money? Taking out loans? Financing a house? Before you can set attainable goals for yourself, you have to have a solid understanding of some basic financial terms. That's where we can help.

With the start of a new year, let’s review some of the basics.

At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

Long blog post…but bear with me. (Pun intended.)

2020 has been anything but predictable.

How to Avoid Retirement Woes

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste.

Here are just a few things you can do to save: