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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2014

Claiming The American Opportunity Tax Credit For Education Expenses
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.

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

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