Charles West, CRPC

04/28/2025

Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.

According to Federal Reserve data, American households inherit an average of $46,200.1 These inheritance windfalls can bring a complex mix of emotions...

04/08/2025

Having a baby is an incredible, life-changing experience, but it’s also a major financial commitment. Here, we share some financial planning tips for new parents as they not only survive but thrive with their new baby!

Becoming a parent is one of life’s most exciting and rewarding experiences. However, along with the joy comes a new financial reality. From medical bi...

03/25/2025

You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.

Good news: Budgeting doesn’t have to be a daunting, time-consuming task filled with number crunching and tracking. While traditional methods such as s...

03/13/2025

Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.

With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accuratel...

03/10/2025

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

Spring is an ideal time to clean up your finances, clear out the clutter, and get a fresh start. Maybe you have more money left over at the end of the...

02/25/2025

The IRS has released the most recent tax bracket information. Here is a breakdown of this year's tax brackets and standard deduction amounts.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the p...

02/07/2025

Join the movement for a safer internet! Learn about Safer Internet Day and how to contribute to a more secure online space. From protecting personal data to educating young users, find out how to make a difference this year.

Safer Internet Day (SID) is a global event that promotes online safety. Every February, countries unite to highlight emerging internet safety concerns...

02/04/2025

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

Successfully saving for short-term and long-term goals is an important part of any financial strategy. Since 2007, we have celebrated America Saves We...

01/28/2025

If your auto, homeowners, or health insurance premiums increased, you’re not alone. Learn more about why this is happening and what you can do about it.

If you’ve recently received a notice that your insurance rates are increasing, you’re far from alone. The average cost of car insurance has jumped mor...

01/17/2025

A 401(k) is designed to be a retirement tool, but some people might turn to withdrawing the funds early to pay for a financial emergency. Here’s what to know about 401(k) hardship withdrawals.

A 401(k) is designed as a retirement planning tool, but investors sometimes face unexpected financial situations that lead them to consider withdrawin...

01/07/2025

Anyone can set a New Year’s resolution, but it takes discipline and planning to achieve it! Here, we share some of the most common financial New Year’s resolutions and specific tips on sticking with them.

As the New Year rolls around, now is the perfect time to take stock of your current financial health and set goals for the upcoming year. Financial Ne...

12/31/2024

Tracking your spending is so important when trying to save. You may not even realize how much you spend on frivolous purchases. Or even things like eating out or regular trips to get a coffee…

There are tons of spending tracker apps available to help. Some include:

- BillGuard: keep track of your spending by type, month, and location.

-Dollarbird: calculates the impact on your balance, as well as spending by category.

- Budget: good for tracking short-term budgets for the holidays, vacation, or for tracking work expenses.

- Mint: create budgets with numerous spending categories, and provides credit score access.

- LearnVest: categorize transactions by expense type, as well as helps to set and track goals.