Employees who are living paycheck to paycheck experience higher levels of financial stress. Together, we can help your employees work toward financial independence. #financialwellness #financialindependence
Neighbors helping neighbors make for strong communities and we know that many are facing new, unforeseen challenges. Let’s talk about how we can support our local nonprofits and retailers. #strengthincommunities
If you or a family member has lost a job due to the COVID-19 pandemic, you may need to adjust your taxes. Here are 11 tips to consider. I'm happy to help, working with your tax professional.
FORBES.COM
11 Tax Tips For The Unemployed During The COVID-19 Pandemic
“Give cheerfully. If we're not cheerful, the problem is our heart, and the solution is redirecting our heart, not withholding our giving.” – Randy Alcorn, New York Times best-selling author. What can you do to be a cheerful giver?
Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.
NEXTAVENUE.ORG
Love Thy Neighbor Now
What’s at the top of your vacation bucket list? I can help you incorporate your dream destination into your financial goals.
MONEY.USNEWS.COM
5 Ways to Save for Vacation
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
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What are your wellness goals for the new year?
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