Read this GOP Tax reform review of the new tax rulings that will likely be enforced starting January 1st. There will be a LOT of changes that affect many of our clients. We are attending seminars and getting educated so we are prepared to help see you through the transition.
December is the month of giving. With holidays around the corner, it is easy to feel overly generous with your money, but supporting your adult children could hurt you and them. "...be careful that short-term aid doesn’t become a long-term habit."
We are big readers. If "reading more" is one of your new year's resolutions, here is the New York Times' list of best books of 2017.
Alicia in Go Banking Rates: "18 Resolutions To Get Rich In 2018." She suggests that everyone should commit to becoming more aware of their financial situation in 2018.
Ever hear some credit score facts you think must be false? Read Alicia's "5 Myths About Credit Scores for Newlyweds" discussing the top credit score myths around marriage.
Linda's 2017 Year-End Checklist is full of the best apps and tips to make sure you maximize time and tax savings before the end of the year.
Know Someone Getting Married?
We will both be at the Bridal Bazaar in San Diego, January 14th! Come meet us and learn more about our Newlywed Financial Plans. We will have discounts and a free giveaway.
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