The holidays are nipping at your heels and there’s still a lot to do! It probably seems like your stress levels keep rising while the money in your wallet keeps dwindling. It doesn’t have to be this way. With a bit of planning, you can enjoy a stress-free and affordable holiday season. Not buying what… Read more »
Posts By: jason.grant
How Can I Help My Elderly Parents Manage their Finances?
Q: My parents are getting on in years and I believe they can use some assistance in managing their finances for their everyday expenses. I’d also like to make sure everything is in order if I ever find myself needing to make financial moves on their behalf. What do I need to know to help my… Read more »
Identity Theft: What to Know and How to Protect Yourself
We live in an increasingly digital world. As the number of online services has exploded, so have the tribes of fraudsters who are engaging in identity theft. Cyber thieves who access one’s personally identifiable information (PII) such as birthdate, Social Security number, home address, driver’s license number, passport number and credit card or bank account… Read more »
How Can I Save on Holiday Shopping?
Q: The holidays always have me worried about money. With inflation soaring, I’m more stressed than ever. How can I save on my holiday shopping this year? A: If you’re worried about making it through the holiday shopping season in the midst of record inflation, you’re not alone. A recent survey shows that 59% of American shoppers are… Read more »
Your Complete Guide to Secure Mobile Banking
In response to the rise of mobile banking scams, the Consumer Financial Protection Bureau (CFPB) recently published new guidance on unauthorized electronic funds transfers, or EFTs. With more people using electronic banking as a holdover from pandemic times, it’s important for consumers to be aware of its vulnerabilities and how to protect themselves from scams…. Read more »
What is the Homestead Exemption?
Q: What is the homestead exemption and how do I know if I qualify? A: The homestead exemption can help you save a significant amount on your taxes and offer other legal provisions. Read on for all your questions on the homestead exemption, answered. What is the homestead exemption? The homestead exemption is a legal provision in… Read more »