financial tidbits newsletter

August 2021 Financial Tidbits

Financial Tidbits Relevant information and articles to improve your financial life. Issue 7  August 12th 2021 Financial Tidbits – Issue 7 Financial Tidbits Relevant information and articles to improve your financial life. Issue 7  August 12th 2021 Message From Your Advisor Summer is quickly passing by. I hope that the year has started well for…

Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

The last month of 2019 is important for both reflecting on the things that went right during the year, but also the things that didn’t go the way we wanted. We also wanted to reflect on some of the important articles of December. Do you consider yourself to be financially healthy? Financially coping? Financially vulnerable?…

Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

As we head into the end of the year (and the holiday season), we take a moment to reflect on some important articles and topics from the past month. People are cord-cutting and adding streaming services at a rapid rate. Whether or not you’re saving (enough) for your financial goals, it’s important to understand the…

October, light.

Financial Stressors, Mortgage Rates, Social Security Increase and more

A lot has happened in the past month. Quite a bit has also stayed the same. Since our last newsletter, there has been impeachment inquiry begun in the House of Representatives and a tentative agreement with China on a “phase one” of a trade deal. Outside of political commentary, there has been quite a few good articles on personal finances in the past month.