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Blog

Hands holding a small wrapped present
Kelly Trageser | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Tutor style house.
Kelly Trageser | Feb 28, 2022

Real Estate Investing for the Beginner

Real Estate
Property
Investments

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest

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Kelly Trageser | Feb 21, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Kelly Trageser | Feb 14, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Door of brick house.
Kelly Trageser | Feb 7, 2022

Investing in Single Family Homes

Real Estate
Property
Investments

When looking for an investment, many people are turning to real estate. There are a variety of ways to invest in real estate, though one of the most popular

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Houses in a neighbourhood.
Kelly Trageser | Jan 31, 2022

Best Tax Friendly Places to Live for Retirees

Retirement
Lifestyle

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes

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Professionally dressed man and woman looking at a tablet
Kelly Trageser | Jan 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Kelly Trageser | Jan 17, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Phone, clipboard, pen and paper on a desk.
Kelly Trageser | Jan 10, 2022

Yes, You Can Still Buy Savings Bonds

Savings

We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.

At

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A pair of hands crossed on top of each other.
Kelly Trageser | Jan 3, 2022

Suddenly Disabled? Here’s What to do Next

Disability
Retirement

While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all

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Kelly Trageser | Dec 27, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Kelly Trageser | Dec 20, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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