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Blog

young-professional
Kevin Mason | Dec 2, 2021

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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woman-finance
Kevin Mason | Dec 1, 2021

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Desk&Plant
Kevin Mason | Nov 30, 2021

Benefits and Risks of Purchasing Investment Property

Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but

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Stock Keys
Kevin Mason | Nov 29, 2021

Are You Ready to Purchase Investment Property?

Real Estate

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you

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credit-rating
Kevin Mason | Nov 27, 2021

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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piggy-bank
Kevin Mason | Nov 26, 2021

Top 15 Money Management Tips

Lifestyle
We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money. However, if you’re ready to start
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ceramic-piggy-bank
Kevin Mason | Nov 25, 2021

Easy Ways to Financial Health

Lifestyle
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck
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Cards-wallet
Kevin Mason | Nov 24, 2021

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Avoiding Retirement Woes
Kevin Mason | Nov 23, 2021

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Img
Kevin Mason | Nov 22, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Stock Image
Kevin Mason | Nov 20, 2021

How to Protect Your Personal Data Online

Privacy
Technology
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular
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Finance
Kevin Mason | Nov 19, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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