What You Need to Know About Preparing for Tax Season

Becca Melton Uncategorized 0 Comments

Are you prepared for tax season? The IRS is officially “open for business” and that means that it’s time for you to start thinking about where you’re at with your own taxes. If you want to pay as little as possible (or get a bigger refund) the key is being properly prepared. Without the right preparation, you will be scrambling …

Five Tips on Getting Your New Place

Karen White Uncategorized 0 Comments

It’s every Millennial’s dream to find their first home after college. Unfortunately, many Millennials are forced to move back in with their parents when they graduate college until they can save enough money for their own place. According to a new study by the Federal Reserve, 36 percent of young adults are living at home with their parents. While this …

Bank or Credit Union? Which is Best for You

Karen White Uncategorized 0 Comments

The ongoing conversation on which is better “a bank or a credit union” often leads into a “banks versus credit union” debate. The reality is that banks and credit unions are quite similar in their product offerings and services.  The main differences are in the ownership and profit motives. Credit unions are not-for-profit financial cooperatives governed by an unpaid volunteer …

Get Your Financial House In Order

Karen White Uncategorized 0 Comments

The start of a new year is a great time to look at your finances, see where you stand, and do what you can to prepare for what’s next in your life. While you don’t need to do everything all at once, you can get yourself on the right track with a few simple tasks that will help you get …

What Should Be On Your Year-End Financial Checklist?

Karen White Uncategorized 0 Comments

In a few short days we’ll be wrapping up the year and heading into 2015. This time of year can be hectic, especially with the holidays and wrapping up year-end duties at work. However, there are also a number of things we should look at to make sure we’re setting ourselves up to succeed financially in the year ahead. Success …

So, You Want To Go To Grad School?

Karen White Uncategorized 0 Comments

Ever since I was a child, I’ve wanted to earn an advanced degree. My ultimate goal was to obtain a Ph.D., like my dad. However, I’ve had to reconsider that aim, especially in terms of what makes sense for my finances. While I did go back to school to complete my M.A., I have yet to advance further, since it …

iQuantifi Raises $1 Million in Angel Round Funding

Karen White Uncategorized 0 Comments

Nashville, Tenn. – December 2, 2014 – iQuantifi, the first virtual financial advisor to provide comprehensive, goal-based planning advice to millennials and young families, announced today that it has raised $1 million in its angel round investment. “We are very excited to have raised this angel round and we see the investor interest as validation of our cloud-based, robo-planning software …

The Do’s and Don’ts of Charitable Giving

Grayson Bell Uncategorized 0 Comments

The holiday season is quickly approaching and charities are out looking for donations.  It’s a great time for charities to promote their cause as most people tend to be more generous during the holidays.  On top of the holiday cheer, many people are trying to donate at the end of the year for a tax write-off.  Some may think donating …

Technology Tips for Taking Control of Your Finances

Karen White Uncategorized 0 Comments

Millennials love technology. Their entire generation is defined by it. Facebook, Twitter, Snapchat, and all of the social media technology was developed and used by Millennials. While social media technology seems to be the choice of this generation, it apparently also moves into the financial space. In a study by Zogby Analytics, more than one-third of respondents said they have …

Start Saving for Retirement with a 401(K) or 403(B)

Karen White Uncategorized 0 Comments

Saving for retirement is easy to put off. Life is busy and hanging up the proverbial hat can seem so far off that it’s natural to put saving for retirement on the back burner. There are other reasons why retirement planning gets cast aside though, like fear of investing in the stock market, feeling that you don’t have enough to …