April means rain showers and taxes and National Financial Literacy Month. Many organizations focus this month on raising public awareness of the importance of financial education and maintaining smart money management habits. Even if you feel pretty secure in basic financial know-how, have you ever merged that with understanding your financial identity? For instance, you […]
Along with enjoying the warm sunshine and the burst of new colors, you may have some spring cleaning in mind. Why is it that the renewal of this season makes us feel ready to tackle some chores: such as getting rid of household clutter, trimming away dead bushes, or cleaning dirty windows? There’s just something […]
Are you financially compatible with your sweetheart? This Valentine’s Day may have you thinking of hugs and kisses more than credits and debits, but many relationship experts agree that being aligned in your financial understanding is equally important to the success of your partnership. Heart-to-heart conversations aren’t just words on sweet, chalky candy. You can […]
Are you ready for 2024? Your W2 is probably on its way. Your 1099 soon to follow. With each new year, it’s important to review your payroll deductions and other planning opportunities to take advantage of new tax changes and inflation adjustments. There are quite a few changes to apply to your 2024 planning, such […]
The holidays bring families together, for better or for worse, and as we share a meal, several delicate topics might pop up: politics, religion, death, or money. Your family may have its own etiquette for whether discussion of politics or religion is allowed at the dinner table, but every family needs to have the conversation […]
In the spirit of Thanksgiving, some people have taken to making lists: not the shopping and cooking to-do lists, but a reflective accounting of our many blessings, large and small. In practicing this gratitude journal, studies show we become more mindful and appreciative. As we center our thoughts on gifts we have received, the proceeding […]
Happy Halloween! This spooky season can be fun, but not having a grasp on your financial future can be scary! You don’t want to leave your money goals to chance, but you may be paralyzed with the fear of making the wrong decisions – or doubting the decisions you already have in place. The frightening […]
We all can stand to learn a thing or two about fraud protection. And it seems school is always in session as new threats make us rewrite the lesson plans. Protecting your assets and data is one of our highest priorities at Asset Advisors Investment Management. But it’s also important for you to do your […]
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Summer is now winding down and students – ready or not – are heading back to school. During their school break, many of them have learned important skills from a summer job. If your child or grandchild earned wages, you can teach them how to save some of that hard-earned cash in their own retirement […]