Helpful articles to educate, inspire and empower you on your financial planning journey.

Tax Planning, Financial Literacy Stacy Dervin Tax Planning, Financial Literacy Stacy Dervin

Tax Planning for Real People: 6 Ways to Keep More of What You Earn

Tax planning isn’t just for business owners or high earners. If you have income, investments, a retirement account, medical expenses, or kids—you already have tax planning opportunities. The mistake most people make? Treating taxes as a once-a-year filing event instead of something you can influence all year long.

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Financial Literacy Stacy Dervin Financial Literacy Stacy Dervin

Homeowners: How to Budget for Annual Home Maintenance & Repairs

As the prices of homes, labor and materials have increased over the last two years, the costs homeowners face to maintain, repair and upgrade their homes have gone up too.

If you’ve ever had to put a large repair or a new appliance on a credit card (where rates are currently unreasonably high!), then you know this pain personally. Here’s how to be proactive so these regularly occurring “surprise” costs won’t put you in debt.

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