While the days leading up to New Year’s Eve are often spent reflecting on the year gone by, the last few days of the year are a great time to make plans for the New Year. Personal health goals like weight loss, healthy eating, and exercise are almost always at the top of the list, but, what about our financial health? The New Year is a perfect … [Read more...]
6 Tips to Ring in the New Year with Better Financial Health
6 Ways Seniors Can Spot Scammers
New data from the Federal Trade Commission (FTC) revealed that consumers lost more than $10 billion to fraud in 2023—the first time losses have risen that high.1 Senior adults are especially vulnerable to online scams. According to the FBI Internet Crime Complaint Center (IC3), roughly $3.4 billion in total fraud losses were reported by … [Read more...]
Car Dealerships and the Extras
Let’s face it – buying a car can be stressful and time-consuming. You may think the work is done once you’ve found your vehicle and negotiated a good price but not so fast. You’ll need to visit the F&I office (finance and insurance) next and that’s where things get more difficult! One of the reasons we recommend getting pre-approved BEFORE … [Read more...]


