How can I increase my tax refund? It’s a question I receive often this time each year. While there aren’t many chances to change your tax situation into the next year…there are still two big things we can for do up until May 17, 2021 (for 2020): #1 – Contribute to an IRA Anyone with […]
Your New Best Friend: the HSA
In case you’re feeling up for a new, high-quality relationship…we have your new best friend: the HSA. The HSA may take the place of your old friend: the Roth IRA. And it may compete for best friend status alongside your trusty ole 401(k). If you haven’t yet heard the hype about the very powerful savings […]
What’s your Buck Score?
What the buck is a Buck score? If you don’t know what a Buck score is, and therefore what yours is…start by taking our survey with the Buck Now! web app. At the end you’ll be provided with your Buck score: What is the Buck score? Your score is based on how well you are […]
10 Reasons You Have No Money at the End of the Month
If you are like most people, you have no money at the end of the month. – Where does it all go? – Why does it feel so hard to manage money? – Why can’t I get ahead? Here are ten reasons why you have no money at the end of the month: You don’t […]
Celebrations, Not Resolutions
Let’s do things differently this year-end and focus on celebrations, not resolutions. It’s a good time to reflect back to recognize and acknowledge any wins from 2020. What’s wrong with resolutions? Several years back I stopped making new year’s resolutions because they tended to feel like hollow promises made necessary for no reason other than […]