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Tips for Tax Season (Covid Edition)
Taxable Covid Relief Benefits: Tax time is always tricky, but add the unthinkable year that 2020 was to the mix, it becomes so much more complicated. The tax status around covid relief benefits like CERB, CESB, CRB, CEWS AND CEBA add to the complications. It can be overwhelming to figure

Money habits of happy couples
Home / Blog / Financial, Savings by Katie Weber It will come as no surprise to you that money is one of the top causes of divorces, so what good money habits can you learn to help your relationship last? Talk about money. For many couples, talking about money is

Our Year In Review 2020
We made it! 12 months. 53 weeks. 366 days. 8784 hours, but who’s counting. We survived the chaotic year that none of us could have predicted. We all know what didn’t happen this year, but what did? Although it was only 366 days, the past year was momentous in many ways. A new office, some new faces, and many hours making sure we could serve you safely – 2020 was a year to remember.

How to not go into debt this Christmas?
Home / Blog / Debt, Financial by Katie Weber It’s beginning to cost a lot like Christmas! While it is lovely to give and receive gifts, it can put a strain on anyone’s budget, especially this year. At the same time, it’s getting late to save for Christmas. You can

Credit Score Myths
Home / Blog / Debt, Savings & Retirement Credit reports, credit scores, and everything associated with them can become overwhelming when figuring out fact and fiction. I can guarantee that my father still thinks some credit myths are facts because his father told him and so forth. Some are just

November Financial Literacy Books To Read
Home / Blog / Financial& Retirement by Katie Weber November is Financial literacy month; to celebrate, we will be sharing our best financial book recommendations to get the ball rolling. We know what you’re thinking financial books on the must-read list, aren’t they boring? No way! Financial books don’t have