September serves as Life Insurance Awareness Month. We all want what is best for our families and life insurance provides our loved ones with peace of mind as well as security from any end-of-life and final expenses. Before we begin to learn about what exactly life insurance is and how beneficial it is for our […]
2021
What You Need To Know About The Golden State Stimulus II
By now, you may have heard of a second stimulus payment being dispersed, also known as the Golden State Stimulus II. The payment is expected to reach Californians as early as next week (Week of 9-01-21). The hot question here has been: “Will I be receiving any money from this second wave of stimulus checks?” […]
A Guide to Understanding Financial Terms
When reading about credit cards, mortgages, or other financial products, you may encounter financial terminology and acronyms that you aren’t familiar with. Please note, these descriptions are a guide only and are not legal definitions. A Adjustable-Rate Mortgage An adjustable-rate mortgage (ARM) is a mortgage that offers the borrower a fixed interest rate for […]
National Financial Awareness Day – August 14th
August 14th marks National Financial Awareness Day. This day serves as the perfect opportunity to go over your finances and see what habits could be addressed to provide financial freedom. The concept of financial education/awareness can be traced back to Benjamin Franklin’s 1737’s Poor Richard’s Almanack. There, Mr. Franklin wrote a column called “Hints For […]
Increasing Your Financial Awareness: Recorded Webinar
Learning about personal finances can feel overwhelming or out of reach. This webinar recording provides discussion and tips for more easily manage our finances. What You’ll Learn Ways to take control of your finances Money mistakes you can learn from Practical steps to increase your financial awareness As a member, we provide you with access […]
How To Raise Financially Healthy Kids
Information brought to you by our partner, GreenPath Financial Wellness As a parent, you may be wondering what type of conversations you may begin to have in order to develop financially healthy kids. Coming out of the unprecedented year we all endured, it may serve as a good opportunity to begin sharing valuable life-lessons about […]
What to Know About the Child Tax Credit
Information brought to you by our partner, GreenPath Financial Wellness Families with dependent children are about to receive advanced payments as part of the American Rescue Plan’s expansion of the Child Tax Credit. On average, families who claim the Child Tax Credit for 2021 will receive up to $3,000 per qualifying child per year, paid out in […]
