Avoiding Tax-Related Identity Theft

Presented by Paul C. Spoelstra CFP® AIF® If you’re not thinking about your taxes yet, you should be—identity thieves certainly are. During tax season, there’s a significant increase in the sharing of sensitive information, both online and via postal mail. Not...

So You Want to Buy a Vacation Home…

So You Want to Buy a Vacation Home…As the weather warms up, many people are thinking about summer plans—and possibly dreaming of buying a vacation home. Although it may sound appealing, purchasing a vacation property isn’t something to be entered into...

Emergency Funds: Preparing for the Unexpected

Emergency Funds: Preparing for the UnexpectedYou’ve probably heard how important it is to establish and maintain an emergency fund. Unfortunately, most people don’t fully realize this until a money emergency is upon them. Are you financially prepared for a...

Planning an Affordable Vacation Abroad

Planning an Affordable Vacation AbroadIf you’re considering taking a trip outside the country, a little research and savvy budgeting can go a long way toward a memorable vacation that doesn’t break the bank. From where (and when) you choose to travel to...