Progress Financial Wellness

03/03/2021

Free Tax Help - I am a VITA volunteer

03/03/2021

SBA Webinar Series: PPP Updates for Your Small Business

The Small Business Administration has some key changes to the Paycheck Protection Program (PPP) which will be available for a limited amount of time to ensure America’s smallest businesses get exclusive access. If you are a small business owner with fewer than 20 employees, or are self-employed; t...

02/23/2021

I am available to do tax returns this year through VITA(Volunteer Income Tax Assistance.)
See below for more information about how to get your taxes done for free if you qualify.

02/03/2021

A great way to save money and reduce your environmental impact.

Inspiring the world to think secondhand first.

01/19/2021

https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

IRS Free File lets you prepare and file your federal income tax online for free. File at an IRS partner site with the IRS Free File Program or use Free File Fillable Forms. It's safe, easy and no cost to you.

10/30/2020

Financial Education should be part of the recovery from the covid-19 recession

Financial Literacy is much needed, in particular in a time of crisis and this report is devoted to help people understand the critical role of financial education.

10/13/2020

The holidays are fast approaching!
Plan ahead to avoid the credit card holiday hangover!
I like the NO MORE THAN FOUR gift giving philosophy for kids.
Something they want
Something they need
Something to wear
Something to read

10/13/2020

Most people know it as an emergency fund or a rainy day fund . . . I like to call it an Income Replacement Fund. It is backup savings just in case you or someone else in the household become unemployed or underemployed, sick or injured. I suggest 3-6 months of living expenses. Do you know what your living expenses are? We can help you figure out HOW MUCH to save and HOW TO save for life’s ups and downs.

Learn more about our services on our website
www.progressfinancialwellness.com
Still have questions, schedule a 15 minute no-pressure call.
We DO NOT sell insurance or investments. Our expertise is in helping you spend and save your money with more intention to satisfy YOUR short and long term goals.

https://www.moneysense.ca/save/budgeting/what-is-an-emergency-fund-and-how-to-build-one/

An emergency fund is a financial safety net designed to cover unexpected but necessary expenses, or bridge the temporary loss of income between jobs. This guide breaks down the tools and strategies you can use to build one.