About Me

Preparing for a Prosperous Future

When I was a kid, my parents didn’t have a lot of money. I often became jealous when my friends received new toys my parents couldn’t afford to buy me. Thankfully, I landed an amazing job immediately after graduating from college. I was extremely excited about my financial future. I wanted to buy things for my kids I didn’t have when I was a child. To plan for the future, I started a retirement account. I also began contributing money to a savings account each month. I secured a life insurance policy at this time too. Are you a young adult who wants to be financially comfortable? Consider scheduling a consultation with a financial adviser. On this blog, I hope you will learn the valuable ways a financial adviser can help you achieve financial success.

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3 Tips For Keeping Your Cool When You Suspect A Customer's Money Is Counterfeit

Posted on November 23, 2016

Businesses of all sizes need to be able to ensure that the money they receive from customers is legit. If you suspect that a customer is giving you counterfeit money, it's important to take immediate action, but you should be sure that the money is truly not legal tender before refusing to accept it. Use a counterfeit money detection pen to decide whether the money is okay, but be savvy and charming about how you handle suspicious customers to avoid a situation escalating when the customer is presenting legal tender. [Read More]

Claiming The American Opportunity Tax Credit For Education Expenses

Posted on December 3, 2014

An income tax credit is available to help defray the cost of college tuition and books. The American opportunity credit in especially noteworthy because a portion of it is refundable, even if there is no tax to offset. Parents, and sometimes students themselves, can reduce their taxes or receive a refund based on expenses for undergraduate education. Eligibility Also known as the AOC, the credit can be claimed in its entirety for up to four separate years. [Read More]

Your Child's Financial Future: 4 Ways You Can Help Them

Posted on November 13, 2014

Your child's financial future is important, and there are ways you can help them. Finances are the last thing on their mind, and they do not understand how important it is. You do, however, and getting them started on the right foot will give them a chance of being successful with their finances. Below are some things you can start early to set the stage for their financial security. Saving [Read More]

Money Straight Into Your Pocket: The Three Best Cash Loan Options

Posted on September 16, 2014

If you're one of the millions of Americans that live paycheck to paycheck, then you know the impact one unexpected bill can have on your finances. Luckily, there are plenty of quick and easy cash loan options available that can help you pay the bills that are causing your financial difficulties. Bank Loans Many people might not think you can simply go to the bank for a small loan, but banks and credit unions have recently started offering personal loans for less than $1,000. [Read More]