Sunday Money: Inflation

Iiiiittt’ssss baaack.  We are talking inflation — U.S. consumer prices recorded their largest increase in 11 months in December 2017 bolstering expectations that inflation will accelerate this year.   WHAT IS BEHIND THE RECENT UPTICK IN INFLATION DATA? Increases in demand and sales typically leads to rising prices: Housing rents. Car sales. Retail sales in

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Sunday Money: Get Organized!

The start of a New Year is a great opportunity to do some financial housekeeping! Which documents and records should you keep and which ones can you throw away?   WHAT IS THE STARTING POINT FOR KEEPING GOOD FINANCIAL RECORDS? Develop a filing system. Set up a file for: Bills Due: Immediately after opening mail,

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WBIR: 2018 Tax Reform

As Congress grapples with the most sweeping tax overhaul effort in decades, investors have many questions: How will this affect me? What should I do now? Well, we’ve got answers.   WHAT SHOULD INVESTORS DO TO PREPARE FOR THE NEW TAX RULES? In general, investors should not make significant changes to their investments or financial

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WBIR: Setting Goals

The saying goes, “A goal not written down is merely a wish!” As you begin to ponder your goals for 2018, what are your plans for financial success?   THE NEW YEAR WILL BE HERE BEFORE WE KNOW IT, WHAT ARE SOME DO’S AND DON’T FOR SETTING MONEY GOALS? Let’s start with the “DO’S:” Be

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Giving Thanks

A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in disbelief.   I am thankful that

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Giving Tuesday!

Today is Giving Tuesday!! As we continue to have gratitude and give thanks, we also recognize the important work of giving back to our local and world community. As part of Giving Tuesday, we want to share the following resources that may help you determine where to contribute for your charitable giving.   Taxpayers can

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Monday Money: Holiday Bonus

Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus?   HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500 businesses and found that 75% of them will give out holiday bonuses this year. For

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