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P is for Planning a Family Reunion on a Budget

Planning a Family Reunion on a Budget

We would all love to have a family reunion in some exotic location at a luxury resort, but most of us can’t afford this extravagance. Years ago, when families stayed near one another, it was easy to have simple reunions at home where everyone would bring a dish and stories to share. Today, however, many…

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O is Observing Financial Elder Abuse and How You Can Help

Observing Financial Elder Abuse and How You Can Help

Sadly, people continue to abuse the elderly financially. Whether they become victims of scams or are preyed on by family members looking for money. Because many seniors prefer to remain in control of their finances throughout life, makes it more challenging to help protect them in these situations. Financial Abuse is any behavior that causes…

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I is for the Importance of Investing When You’re Young

The investment world can be quite overwhelming and perhaps a bit intimidating to new investors, but this is no reason not to begin an investment strategy as soon as possible. The earlier you start investing in the markets, the more you will be able to learn and grow your investments. It may not seem urgent…

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G is for Growing Interest in "Impact Investing" with Millennial’s

Growing Interest in Impact Investing with Millennials (1)

Impact investing refers to investments “made with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.” It differs from socially responsible investing (SRI) which only seeks to avoid investments in companies with poor environmental and social practices. Impact investing goes a step further by investing in businesses based on…

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More ways to teach your kids about money

More ways to teach your kids about money

 Take the youngsters with you to a credit union (or a bank) when you open their savings accounts. I still remember how old I felt when I went to North Carolina National Bank to deposit my birthday money.   Beginning the regular savings habit early is one of the keys to savings success. Don’t refuse…

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