Are you prepared for tax season?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Believe it or not, it’ll be time to start thinking about doing your taxes soon (if you haven’t already begun).

Whether you already have a plan in place or know you need to make some adjustments this year, it’s a good idea to check in with a few basics.

As always, reach out if you need some assistance. For…

Ideas for Safeguarding Your Wealth in 2020

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You’ve worked hard to earn what’s yours. Thoughtful decisions and smart planning have helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come.

You probably already have a good start, but make sure you’re keeping these five steps in mind if you…

Do you have competing financial goals?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

When it comes to your finances, it can seem impossible to manage everything at once.

And you’ll probably face competing priorities at some point: Should you save for retirement or contribute more to your child’s college fund? Should you pay off any outstanding debt or save for a bigger house?

Coming up with the right strategy can be challenging,…

How does retirement change your finances?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Planning a successful retirement is about more than saving enough money. It also means learning to adjust your habits — financial and otherwise — to your new schedule and lifestyle.

Are you ready? Or at least headed in the right direction?

Whatever your current situation is, here are the factors to think about as you move into your post-work…

Beyond Salary: 7 Top Employee Benefits

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Imagine this: You have two job offers with similar salaries and potential career growth. Which one should you take?

The answer may depend on the other benefits on the table.

Many employers offer more than a salary and health insurance. No matter your current situation, make sure you’re aware of a company’s potential perks, and more importantly, make sure…

How to Have a Healthy Money Outlook

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Did you know that money management and financial challenges are one of the biggest sources of stress for many Americans?

Regardless of your net worth, it seems like there’s always something to worry about.

While some things can’t be controlled, other stressful triggers can be kept in line with a little bit of thought and planning.

Here are six…

Money Mistakes You Don’t Have to Make

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Money mistakes can happen at any age — whether you’re negotiating your first job offer or planning your retirement. The good news? With a few simple steps, you can gain control of your financial future starting today.

Ready to reach your goals? Here’s how to be financially savvy no matter where you are in life:

4 Things to Do if Your Data Is Compromised

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

If you keep up with the news, you’ve seen that several companies have had their databases hacked recently. So what can you do if you think your personal data may have been compromised?

Here are four key steps to take if you’re notified of a data breach.

1. Change Your Passwords

First, you’ll want to change your…

6 Ways to Make the Best of a Windfall

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Have you ever daydreamed about receiving a sudden windfall?

At some point many of us will receive an insurance payout, a significant tax refund or a bonus for a job well-done.

Though it would be tempting to put the whole amount toward a luxurious vacation or a new car, it’s important to think about your long-term…

When should you talk about your finances?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Have you ever wanted to talk about money with a friend or partner, then decided against it? It can be uncomfortable to share how much you earn, how much you’ve saved or how much you owe.

You might feel ashamed of your credit card balance or feel awkward that you seem to earn more than your friends.

But…