Chips and Dips: The Smart Cards Have Landed
If you haven’t received one yet, a chip card is most likely on its way to you. Chip cards (also known as smart cards or integrated circuit cards) are your new frenemies, and they are not going away. The “Fren” Chip cards prevent fraud, plain and simple. If you...Financial Literacy 101
The holidays are over and you find yourself in the quagmire that is your job. As you eye the clock for the 80th time you sense a troubling thought bubbling to the surface. Now it’s “tax season.” The good news is that “tax time” is also an excellent time to become...My Definition of “Fiduciary”
A fiduciary is someone who has a financial responsibility to their clients and keeps their best interests at heart when making financial decisions. A fiduciary will never try to sell you a product. I am a fiduciary because my job requires a legal, ethical, and moral...Basic Is The New Black For Spending Plans
As we all certainly know, time is merciless in its march into the future. And at this time of year, especially, we are cognizant of the new year ahead. In addition to filling our gyms beyond capacity on January 2nd, many of us choose to tone up our wallets, usually in...Saving Money in Familiar Places
Being American means being free, bold and friendly…unless you’ve ever dropped a bunch of coins on the ground and dared not to pick up the pennies. People will give you dirty looks! And you know what they are thinking: Oh, we have a big shot over here not picking...
Celebrating 27 years in business helping people stay financially organized
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