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financial goals

June 3, 2021 • By Kevin Alvarez

3 Tried and True Facts About Personal Finances

Information brought to you by our partner, GreenPath Financial Wellness No matter your age or stage in life, it pays to know the facts about personal finances. When you understand the basics, you can set yourself up for success and build a healthy financial future. Here are three facts to know about personal finance to […]

May 5, 2021 • By Kevin Alvarez

Free Webinar: Buying a Home in a Seller’s Market

Register Now This free, one hour webinar about money concepts is presented by GreenPath Financial Wellness Do you have a financial wellness goal of becoming a homeowner? With interest rates at a record low, you are not alone. Let us help you navigate this important milestone during a seller’s market. The goal is for you […]

April 9, 2021 • By Kevin Alvarez

Financial Literacy For Kids – Financial Literacy Month

Information brought to you by our partner, GreenPath Financial Wellness Practical money management skills learned at an early age can have a lasting impact on the rest of your child’s life. In fact, this is one of the most important areas where you can truly change the course of their life. Educating your children about […]

March 17, 2021 • By Kevin Alvarez

Free Webinar: Five Tips to Improve Your Credit

This free, one hour webinar about money concepts is presented by GreenPath Financial Wellness Every day at GreenPath, people ask us questions about credit reports and scores. Whether you’re looking to get your first credit card for everyday expenses or take out a mortgage to purchase your first home, credit is an essential tool for […]

February 26, 2021 • By Kevin Alvarez

The Impact of Stimulus Payments on Your Taxes

What a year 2020 has been! New Year’s celebrations were barely over when the coronavirus turned things topsy-turvy. But one bright spot for 159 million people was the $1,200 Economic Impact Payment that appeared in their mailbox or checking account. If you didn’t receive a payment, you may be wondering, why? And if you did, […]

February 5, 2021 • By Kevin Alvarez

Your Top Tax Question About Working Remotely, Answered

Last spring, many of us were asked to leave the office and begin working remotely from home. If you were one of them, you know that presented a lot of issues to be solved as you juggled work and family, including children newly banished from their schools. It was a tumultuous time, and congratulations for […]

January 6, 2021 • By Kevin Alvarez

New Year, New Money Habits!

The New Year is a time for powerful new beginnings. It also presents an opportunity to look at our everyday habits – whether those habits relate to our health and fitness or our money habits as we manage any financial challenges. What is a habit? A good working definition is that a habit is a […]

September 22, 2020 • By Kevin Alvarez

5 Tips for Managing Your Finances Through COVID-19 and Beyond

Information brought to you by our partner, Greenpath Financial Wellness There’s a lot to get used to in these challenging times. As the pandemic crisis continues, and many are dealing with financial uncertainty—from an income reduction to total job loss— it can be hard to know how to move forward. Having a defined set of […]

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