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Income and Investments

Recent Grad? Here’s Four Reasons to Start Saving Now Rather Than Later

May 25, 2019 (Last Modified: July 23, 2019) / Jim Wang
Recent Grad? Here’s Four Reasons to Start Saving Now Rather Than LaterCongratulations on your graduation! If you recently graduated, whether it’s from college or high school, there are some important decisions ahead of you. Many of these decisions don’t necessarily have right or wrong answers, so it’s OK if you’re not...

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Income and Investments

Living on Your Own for the First Time? Here’s How to Save Money

May 20, 2019 (Last Modified: July 24, 2019) / Elle Martinez
Living on Your Own for the First Time? Here’s How to Save MoneyIf you’re a recent college graduate, congrats! You may be excited about this next chapter and starting your career. Let me offer a few tips on setting your finances up for success and key ways to save money while also...

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Income and Investments

Five Tips to Enjoy and Save This Mother’s Day

May 9, 2019 (Last Modified: July 10, 2019) / Jim Wang
Five Tips to Enjoy and Save This Mother’s DayDid you know that Mother’s Day was first celebrated in 1908? There were always various celebrations of mothers, but the first recognized holiday became official after a three-year campaign by social activist Anna Jarvis. While the spirit of the celebration...

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Income and Investments

5 Ways to Save This Cinco De Mayo

May 4, 2019 (Last Modified: July 10, 2019) / Elle Martinez
5 Ways to Save This Cinco De MayoGetting together this weekend to celebrate Cinco De Mayo? While you may be tempted to go out and spend money on the festivities, you can make this weekend a financially smart one by getting everyone together at your place. Whether...

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Income and Investments

How to Save for a Vacation on a Tight Budget

May 1, 2019 (Last Modified: November 17, 2020) / Elle Martinez
How to Save for a Vacation on a Tight BudgetSummer is the perfect time to plan ahead and find fun ways to stretch your travel budget. We’ve actually been doing that ourselves, both for business and for vacations. We recently bought a house, so we’re sticking with a debt-free...

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Tax Refunds

Happy Tax Day! 5 Budget-Friendly Ways to Celebrate While You Wait For Your Tax Refund

April 15, 2019 (Last Modified: April 16, 2019) / Elle Martinez
Happy Tax Day! 5 Budget-Friendly Ways to Celebrate While You Wait For Your Tax RefundIt’s over! Taxes are done! Congratulations on knocking that big goal out! If you’re like us, you probably feel good right now. When my husband and I finished our taxes we were relieved because we finally crossed that off our...

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Tax Refunds

Spender or Saver? Tips For What You Should Do with Your Tax Refund

March 9, 2019 (Last Modified: May 6, 2019) / Elle Martinez
Spender or Saver? Tips For What You Should Do with Your Tax RefundMy husband and I just checked our bank accounts this week and noticed that our federal tax refund came in! Even before it came in, we sat down to talk about how we’d like to use that money as we...

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Tax Planning

Snowed In? Here’s Your Adulting To-Do List

February 7, 2019 (Last Modified: February 8, 2019) / Elle Martinez
Snowed In? Here’s Your Adulting To-Do ListHow’s this winter going for you? While we managed to only be grazed by the polar vortex last week here in North Carolina, somehow, someway, snow still found its way to us. And whenever it snows (even if it’s only...

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Income and Investments

The Federal Interest Rate is Up, How Will This Impact Me?

December 20, 2018 (Last Modified: January 9, 2019) / Jim Wang
The Federal Interest Rate is Up, How Will This Impact Me?About every six weeks, the presidents of each Federal Reserve Bank meet to discuss the economy and any policy changes. Known as the Federal Open Market Committee, these presidents will often decide whether or not to increase, decrease, or maintain...

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Income and Investments

How to Protect Your Credit During the Holiday Season

December 19, 2018 (Last Modified: July 24, 2019) / Elle Martinez
How to Protect Your Credit During the Holiday SeasonWhat are your plans this holiday season? Doing any last-minute shopping or heading out of town? Last year, it was estimated that about 100 million Americans traveled during the holiday season! And while it’s wonderful to visit friends and family, it’s...

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