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When Introducing Yourself, Take the Focus Off Work.

As an inheritor, you may not have a profession or earned income by which to define yourself, but you do have the financial resources you’ve inherited. However, as discussed in our Blog series on the troubles that accompany inherited wealth, your inheritance, and the lifestyle it affords can lead to envy, resentment, and negative perceptions […]

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America’s Catalytic Converter Crisis

Catalytic converter thefts were up 540% in 2022 from rates reported in 2020, according to an analysis by Been Verified. The National Insurance Crime Bureau (NICB) tracked a dramatic increase between 2018 and 2021. While there are some states in which theft rates have plateaued or even decreased, thefts continue to pose a costly and […]

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Put The Focus on You, Not Your Background Noise

Speaking with attorneys, CPAs, or other professional partners from home has become the new normal for many people, and with it comes the challenge of dealing with background noise during calls. Whether it’s barking dogs, crying babies, or loud hammering right outside your window, background noise can be distracting and make it difficult to communicate […]

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Banks vs. Credit Unions, FDIC vs. NCUSIF: The Ins and Outs of Banking and Account Coverage Limits

When it comes to managing your finances, choosing the right type of financial institution to safekeep your money is crucial. Two options you might already be familiar with are banks and credit unions. While these institutions offer similar financial services, there are notable differences between them. Banks are for-profit institutions owned by shareholders. They offer […]

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AARP Perks Aren’t Just for 50+

While AARP has a reputation for being the “over 50s” card, record numbers of financially savvy people under the age of 50 are beginning to recognize the benefits this membership card affords. According to its website, AARP is a nonprofit organization that helps people lead active, independent lives. AARP offers member benefits including auto and […]

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Security Tip: Protecting Yourself from Identity Theft

Tax season is prime time for identity thieves to steal your personal information or claim a refund check on your behalf. Here are a few steps you can take to protect yourself from becoming a victim of identity theft before you submit your taxes. Secure Your Data Whether you’re filing through a tax professional this […]

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