Tag Archives: Personal Finance
Written by Matt Crisafulli, EA, CFP® This is part 1 of a 3-part series on readying yourself to purchase real estate. Despite what you may have heard about the desire for home ownership being on the decline, saving for a down-payment on a home is consistently one of the top short-term goals for our clients…. Read More »
April is Financial Literacy Month, and in observance, we shared 30 tips in 30 days to keep you financially healthy. Read the full list below. Tip 1: 2016 is not over. Contribute to your Roth, Traditional, or SEP IRAs. Tip 2: Install and use Quicken, Mint.com, Quickbooks, or some other income/expense tracking software. Tip 3:… Read More »
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the future, resist instant gratification, and most importantly, understand how to budget and use credit wisely. At a recent dinner party with a group of parents with young children, the conversation turned to this… Read More »
1. How much should I spend on gifts during the holidays?
2. How do I go about setting financial goals for the New Year?
3. What is a stock split?
4. Does a stock split change my cost basis?
Have you ever found money in the pocket of an old pair of jeans, or your lab coat, that you had completely forgotten about? It’s always a nice feeling to find “lost” money, but there is a much bigger pocket full of money that you may be overlooking – your state’s unclaimed property list…. Read More »