Child Tax Credit

Dear ClientsI normally don’t send these special bulletins, but I wanted to get this to you ASAP.You probably heard on the news that the IRS is sending out “advance payments” of $250 – $300 per month for children.The first payments went out THIS WEEK (July 15th).The payments will continue every month on the 15th until December 15th of 2021.There’s a … Read More

chrisa andersonChild Tax Credit

Staying Financially Secure and Safe When Venturing Out on Your Own

  Staying Financially Secure and Safe When Venturing Out on Your Own Written by Christopher Haymon Moving out for the first time often comes with many different emotions. You may be excited to start the next chapter of your new life and embrace your newfound independence, yet nervous about the uncertainty that lies ahead and sad to leave some of … Read More

chrisa andersonStaying Financially Secure and Safe When Venturing Out on Your Own

How Baby Boomers Can Balance Thriftiness and Fun

  Written by Jim McKinley Once we reach a certain age, we tend to be caught between saving for our golden years and savoring every moment. Being frugal has its place, but to enjoy your life, it’s also important to let your hair down. Here’s how you can have fun during your senior years without overspending. Start with Security One … Read More

chrisa andersonHow Baby Boomers Can Balance Thriftiness and Fun

Tackling Finances After the Loss of a Spouse By: Lucille Rosetti

  Tackling Finances After the Loss of a Spouse Losing your spouse is one of the most challenging things that can happen to you in your golden years. There are many decisions and choices to make as you manage your grief, especially regarding financial matters. Here are some tips on how to handle these issues so that they do not … Read More

chrisa andersonTackling Finances After the Loss of a Spouse By: Lucille Rosetti