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How to Switch Banks

How to Switch Banks

Today it may pay to shop around for checking and savings accounts. Many banks, especially online banks, offer higher interest rates than brick and mortar banks. Switching banks, however, involves time and some work. Does just the idea make your head spin? If you have...

Have You Copied Your Wallet’s Contents?

Have You Copied Your Wallet’s Contents?

I was recently reminded of the importance of photocopying the contents of my wallet. I was waiting my turn at my state’s department of motor vehicles (DMV) when a stressed woman walked in. She told the reception desk attendant that she lost her license while skiing...

Three Savvy Money Moves for 2023

Three Savvy Money Moves for 2023

The start of a new year is a good time to initiate money moves that will have a positive impact on your future. Take stock of your personal finances: What poor habits can you shed?  What new techniques can you implement? Here are three of the best money moves you can...

Giving Circles

Giving Circles

Giving Circles have become a popular form of philanthropy over the past several years. Are you knowledgeable about what they are and how you can participate in one? Below is an overview of Giving Circles and how to organize one. What Are Giving Circles? Groups of...

Be Aware When Choosing a Medicare Advantage Plan

Be Aware When Choosing a Medicare Advantage Plan

Medicare enrollment begins on October 15. During this time Medicare enrollees can switch from original Medicare to a Medicare Advantage plan. Or, if already enrolled in an Advantage plan, change to a different one. However, Be Aware When Choosing a Medicare Advantage...