Article – Building Wealth

Shot of a young man going over his finances at home

Three ideas for when the IRS owes you

Breaking even is the goal, but if you find yourself receiving a refund this year, consider these tax refund ideas. Invest in your future Save for retirement. Contribute to an IRA. Pay down debt. Eliminate high interest debt as soon as...

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A mug, blanket,book, and pillows in front of a window with a snowy background

Five ways to decompress from holiday financial stress

1. Assess your new debt Credit cards are often the most popular payment method during the holidays. If you were one of these shoppers, it’s important to review your newly acquired debt and craft a payoff plan. 2. Review potential gift returns Instead of...

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Mature couple managing home finance

Smart money moves to make in January

For most people, January is considered a clean-slate month. It’s a fresh start, a new tax year and 12 months to work toward your financial goals. Here are a few tips to get you started. Audit recurring charges A great way to...

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