Archive | Consumer Tips RSS feed for this section
winning ticket

After Reading Our Blog Post, Our Client Turns Up $300 In Free Money

Did you see our blog article last week about the billion dollars or so of unclaimed property the state of Florida is trying to give away? You can check out the article here: $1 Billion In Unclaimed Treasure For The Taking. Could It Be Yours? To see if some of that property is yours, all […]

Read full story Comments { 1 }
ice cubes png

Keeping It Safe: Credit Freezes Get More Chill

A major tool in combatting identity fraud just got cheaper. In fact, credit freezes are now totally free. Consumers victimized by identity fraud have long had the option of “freezing” their credit by contacting the big three credit reporting agencies – Equifax, Experian, and TransUnion – and telling them to restrict access to their credit file. […]

Read full story Comments { 0 }
moving boxes

Moving? Keep Us In The Loop!

When you move, there’s a lot on your plate. Boxing up your belongings, getting rid of all that clutter in the garage, notifying the utilities, and settling in to your new home. But don’t forget to let us know so we can change the mailing address on your investment accounts. It may not seem like […]

Read full story Comments { 0 }
ride share app

Does Your Budget Need A Lyft? Why It Might Be Time To Ditch The 2nd Car

Here’s a quick tip that may help you save money if you’re retired or not actively commuting to work each day. It costs about $8,469 on average to own and operate a new vehicle in 2017 (or $706 each month), according to a new study from AAA. It may be cheaper to ditch the second car […]

Read full story Comments { 0 }
credit score marker

3 Quick Things To Know About Your Credit Score

Your credit score is an important component in your financial life, so keep it in top shape. Here’s 3 quick things to know: Fact #1: The single most important factor affecting your credit score is whether you pay your bills on time. That means paying the minimum payment due on a timely basis. Also important […]

Read full story Comments { 0 }
house picket fence

Too Big? Too Small? How To Find The House That’s Just Right

In the market for a new home? How do you know what size home is right for you? Too small, and you have to worry about feeling cramped and out-growing your new digs too quickly. Too big, and you’ll be  paying for space you don’t need, not to mention feeling lost in a maze of […]

Read full story Comments { 0 }
holiday meal

Quote Of The Week: Enjoy The Holidays Without Guilt

Here’s some good advice from financial columnist Jane Bryant Quinn just in time for the holidays. Jane reminds retirees and others living on a budget that it’s always important to make good decisions and monitor what they spend, but there’s no need  to “sacrifice needlessly.” “There’s no harm in spending even more of your disposable income […]

Read full story Comments { 0 }
shock blonde how much

Need Financial Advice? Here’s Who Charges The Most

Many Americans don’t understand how much they pay their financial advisors, and it isn’t their fault, says Jay Shah, CEO of Personal Capital. You almost need a Ph.D. to decipher many firms’ schedule of fees and expenses, since details, charges and commissions can be hidden in the fine print or not disclosed at all. (We won’t […]

Read full story Comments { 0 }
dog walking job

Real Client Advice: Your Teenager Got A Job? Here’s How To Start Them On The Road To Riches

We talked to one of our clients,  a busy mom with three kids, earlier this month. She told us her teenage daughter has a part-time job, and wanted tips on the best ways for her to save some of her earnings. Here’s the advice we gave her: The Roth wins, hands down. For most teenagers, […]

Read full story Comments { 0 }
atm-machine

Why ATM Fees Now Cost More Than Your Cup Of Joe At Starbucks

Which costs more? A cup of coffee at Starbucks (which is already not cheap) or the average ATM fee? Believe it or not, the typical out-of-network ATM fee can now set you back more than that morning cup of joe. ATM fees for out-of-network locations have hit a record average cost of $4.57 a pop, […]

Read full story Comments { 0 }