Michael Joyce Suggests Ways to Avoid Credit Card Debt
In this recent interview with Rachel DePompa of NBC12, Michael Joyce says that the best way to avoid credit card debt is to “sleep on it” to avoid making impuse purchases! Other tips include: Set a strict budget, keep track of expenditures and pay off credit cards...
read moreMichael Joyce and Jen Pieson Discuss Instilling a Savings Ethic in Children to Prepare for Life’s Emergencies
Being a great saver is the key to being prepared for life’s emergencies. But how do we instill this savings ethic in our children? Michael Joyce and Jen Pieson sat down with Nancy Werteen of WFMZ to discuss how to encourage saving over a lifetime – to avoid being...
read moreWhat is a Brokerage Account?
Written By: John Paul Curtin A brokerage account is a taxable (non-retirement) account that is held at a licensed securities firm or brokerage. Typically these investment accounts are set up to link to a checking or savings account to allow for electronic transfers of...
read moreBe Smarter About Setting Goals
Written By: Peter Byrd Maybe you’ve had that steadfast vision of shifting gears in the front seat of a new two-door sports car. Or perhaps, you yearn to have your toes in the sand, umbrella drink in your hand on a tropical island. Whether you are trying to save for...
read moreMaking the Most of the Saver’s Credit
Written by: Carrie Fellon CFP®, CRPS As tax filing season winds down, let’s take a look at a tax credit that can help you plan during the year ahead. Those just starting out in the workforce or those approaching retirement may want to take a closer look at the...
read moreThe Importance of the Due Diligence Questionnaire
Written by: Steve Luchko At times, the database and ranking system created by Morningstar, an investment research company often relied on by both retail investors and institutional investors alike, is imprecise in describing the philosophy of a mutual fund or...
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