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Blog

Hands holding a small wrapped present
John Bantug | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Cards-wallet
John Bantug | Mar 1, 2022

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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John Bantug | Feb 22, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Two older businesspeople looking at a tablet screen
John Bantug | Feb 15, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Avoiding Retirement Woes
John Bantug | Feb 8, 2022

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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John Bantug | Feb 1, 2022

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
John Bantug | Jan 25, 2022

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
John Bantug | Jan 18, 2022

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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
John Bantug | Jan 11, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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John Bantug | Jan 4, 2022

How to Protect Your Identity

Privacy

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With

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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
John Bantug | Dec 28, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Paying off Student Loans
John Bantug | Dec 21, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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