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financial field manual-military familiies

Free Personal Finance Guide for Military Families

Shout out to Kimberly Lankford, contributing editor at Kiplinger’s Personal Finance Magazine and a military spouse. I’ve had the pleasure of working with Kim for many years. She’s a first-rate journalist and a dedicated supporter of the military community. Kim is one of the guiding hands behind the newly-released fourth edition of the “Financial Field Manual: […]

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money mag apr 2019

It’s The End Of An Era For This Influential Personal Finance Magazine

After almost five decades in print, there are huge changes in store for Money magazine. Money magazine, a mainstay of personal finance, is shutting down its print publication and going to digital only. It’s following in the footsteps of other leading publications like Time, Fortune, Seventeen and Sports Illustrated, that have terminated their print versions […]

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car accident

How To Beat Sky High Auto Insurance Costs

Paying a fortune for car insurance in Florida? We feel your pain. Car insurance can be a big budget buster in Florida (I should know. I used to have two very expensive teenage drivers on my policy!). Insurance experts say that’s because we have more accidents, more litigation, and more fraud than most other states. […]

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ride share app

Do Ride-Sharing Services Save You Money?

Ride-sharing companies have been in the news lately. Lyft become a public company in March and Uber announced plans to do so shortly. Have you ever wondered what those services would cost if you didn’t own a car and relied on them exclusively? AAA ran the numbers for you. The average urban driver logs about […]

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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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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