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The fourth quarter of the year is always a good time to start thinking about ways to minimize your tax burden.  Why now? Some of the financial moves you can make have to be done in the calendar year and others might require a couple of months to complete.  
 

Whether your child is a first-year or fourth-year college student, it is important to teach them good financial habits. A great place to start is by having them create a spending plan.

FORUM is hosting three incredible homebuyer informational sessions in September and October. Various resources will be available if you’re thinking of building or buying a home. Each attendee will also receive a VIP Savings Pass worth $300 off closing costs for their home purchase or refinance. Plus, there is no cost to attend any of the sessions! 

When attempting to assess your financial situation you could use a variety of different measurements to make a determination. There is only one number that matters the most in the long run and understanding this number can help you have a better understanding of your success in improving your financial situation.
 

September is National Preparedness month and an important component is being financially prepared for all of the life events that can come your way, expected or unexpectedly. It starts with understanding how different life events might impact your financial situation. Being prepared could be easier than you imagine.
 

Many people will experience a financial setback or difficulty that they must deal with during their lifetime. Remaining calm and understanding your situation are two crucial steps in resolving most any financial crisis. It is important that you solve the real problem, not just treat the symptoms. 
 

If you’re looking for a fresh start in your finances, or even a few reminders to help you stay on track, we have 3 simple financial rules you can follow!
 

It may sound scary at first, but doing a regular budget check-up can be both easy and extremely beneficial. We want to give you four simple ways you can review your numbers to conduct your own budget check-up. You’ll take a look at your debt, emergency savings, net worth, and discretionary spending.

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