Corey Shock

04/16/2022

You’re not alone if you find that Tax Day creeps up on you — and you find yourself unprepared. So what happens if you file taxes a day late?

You’re afraid you may miss the April 18 tax-filing deadline. What happens if you file taxes a day late?

04/11/2022

Financial Literacy Month is a good time to go back and review the basics. Refresh your knowledge with this checklist.

Add these 5 financial tasks to your spring cleaning to-do list. Learn more about the ways you can improve your finances in April.

04/11/2022

Reach out if you need help navigating the tax rules for your different income sources.

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

04/04/2022

This season of renewal offers plenty of promotions to refresh your home inside and out. Here are the best deals to look for in April.

Though supply-chain issues and inflation remain a concern, this month still offers many good sale opportunities. Here are 4 things to buy in April and 4 to skip.

03/23/2022

Tips to help you and your budget before you restart your payments.

Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.

03/18/2022

Reach out if you have questions about how to manage your retirement savings.

Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.

03/17/2022

Your life isn’t like anyone else’s, so why would you have the same financial plan as everyone else? My team starts with your priorities and what you want out of life, and designs a strategy specifically to get you there. Want to see what a personalized plan can help you do? Reach out to me to get started.

03/16/2022

Why the value of your savings account isn’t necessarily its real value.

The money illusion creeps into all facets of finances; here’s how to prevent it from playing tricks on your finances.

03/15/2022

I bonds are offered by the government as a safe option for savers to keep pace with inflation.

With inflation on the rise, I bonds are a lower-risk option from the government aimed at protecting the purchasing power of savings.

03/15/2022

Markets may be volatile as the Fed raises its key rate, but rate hikes aren’t necessarily a precursor to market underperformance.

The Federal Reserve has made it clear interest rates will rise in 2022, and investor concerns may rise. Here’s how markets have responded in recent rate hike cycles.

03/14/2022

These are times when trusting the plan you’ve put together is so important. See how our experts are thinking about the markets based on the situation in Ukraine.

Definitions and some more information about risks that investments of all kinds have.

03/14/2022

If you’re not sure which is a better fit for your estate plan, let’s talk.

They can both serve an important part in an estate plan, but is it better to have a will or a trust? We break down the differences.