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‘Tis the season to plan ahead

‘Tis the season to plan ahead

December 05, 2019 / Shelby White

‘Tis the expensive season — the holiday season, that is. Between travel, food and gifts, your account balance can drop faster than Santa down the chimney.…

savings Community
A good case for a corporate fiduciary

A good case for a corporate fiduciary

November 05, 2019 / © 2019 M.A. Co. All rights reserved.

As they say in the movies, the following is based upon a true story. Alex was in the market for a boat slip. He found one, owned by a brother and sister…

retirement savings
Is it time to break up with your bank?

Is it time to break up with your bank?

October 28, 2019 / Paulo Oliveira

Breakups can be hard, but let’s face it: Sometimes they’re necessary. If your bank isn’t making you happy, it may be time to start thinking about taking your money elsewhere.…

Buying a Home Retirement College Community Savings
How to avoid early withdrawal penalties

How to avoid early withdrawal penalties

October 21, 2019 / ©2019 M.A. Co. All rights reserved

To increase the likelihood that tax-preferred savings actually will be used for retirement, Congress included a 10% penalty tax on IRA and 401(k) distributions before the account owner reaches age 59½.…

savings retirement buying a home college
Avoid these six financial false steps

Avoid these six financial false steps

October 08, 2019 / Christian Merritt

Money makes the world go ’round, and being irresponsible with your finances can leave your world in ruins. But if you avoid these costly blunders, that doesn’t have to be your situation.…

Retirement College Savings
Think twice before buying that new car

Think twice before buying that new car

October 01, 2019 / Matthew Berger

When you’re shopping for a new car, it’s easy to get caught up in the shiniest, newest car to hit the market. After all, some come with high-tech features, like multizone climate systems, heated steering...…

savings college Starting a Family
Four ways to stop living paycheck to paycheck

Four ways to stop living paycheck to paycheck

September 15, 2019 / Matthew Berger

For many people, the days just before payday are the hardest. With no savings and only a few bucks in the checking account, waiting for payday to come can feel like an eternity.…

Savings Retirement College Starting a Family
Think hard before tapping your 401(k) balance

Think hard before tapping your 401(k) balance

September 10, 2019 / The Merrill Anderson Company

One of the features that make 401(k) plans so attractive is that your money is not completely out of reach should an emergency need arise.…

Savings Retirement
Three budget-friendly vacation ideas

Three budget-friendly vacation ideas

August 22, 2019 / Shelby White

Ah, summer. The season of warm weather, long hours of daylight and of course, vacations that drain our pocketbooks. But what if there’s nothing in those pocketbooks to begin with?…

Savings Community

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