Personal Finance & Wellness

7 Kinds of Personal Budgets and How They Work It can be easier to know where you are at financially and achieve your financial goals if you keep track of your money every month. A budget can help you monitor your money and make you feel in control of your finances. The catch is to find a budgeting style that works for you so you will use it consistently and reach your goals. Here are some of the different types of budgeting styles you...

If you become the victim of fraud, don’t be ashamed, it can happen to anyone. Financial fraud can cost you financial losses, potential identity theft and can take a long time to recover from. But you are not alone. We have here the steps you need to take to get your financial life back in order if you fall victim to fraud:

Government Retirement Income Sources When it comes to retirement, there are so many things to consider: When will you stop working? What sources of income will you draw from? What will you do with your time? This well-earned milestone in your life should be walked into with as much joy and carefreeness as possible, as you deserve it. To get there it will take some knowledge and planning and we want to help you along the way. There are...

The Crime of the 21st century – Elder Financial Abuse “While her mother was in the hospital, Karen moved her mother’s silver tea service, some valuable books and a grand piano to her own home. When her mother returned from the hospital, she asked the police to assist her in recovering her stolen property. Karen stated that she had taken the goods for safe-keeping and that these items are heirlooms belonging, not just to the mother,...

Retiring Unexpectedly? Here’s How Your Advisor Can Help Who Is Considered A Dependent For Health Insurance It varies from plan to plan, but usually for health insurance, a “dependent” is defined as a person, especially a family member, who relies on another for financial support. This typically means your spouse and children. Your dependents are covered under your plan, which means they could be entitled to benefits under your...