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Scott Wolfrum

Finance Blog

A Guide to Making a Budget in 2023

A Guide to Making a Budget in 2023

Having money set aside is important, especially if you are planning on buying a home, building a family, or making a career change. While most people understand the importance of having an effective budget, many don't have the necessary information to construct a...

Financial Planning in the New Year

Financial Planning in the New Year

It's time to start a new financial year and make changes that will help improve your current situation. Before you start implementing any financial moves, it's crucial that you review your previous year's scorecard. Did you have to pull from savings at all? Was last...

Social Security Basics to Know

Social Security Basics to Know

The Social Security system is a type of retirement plan that allows workers to collect benefits at the end of their working lives. It is funded through taxes, which eventually are returned to the individual. Knowing about the ins and out of this process is very...

Financially Preparing for the Year Ahead

Financially Preparing for the Year Ahead

It’s almost time to wrap up our 2022 calendars, and with a new year upon us, it’s a good time to reflect on the past year and prepare for the new one. This time of year can be a great opportunity to assess what happened in your personal life, career, and finances....

Outlining 3 Versions of Your Budget

Outlining 3 Versions of Your Budget

Getting laid off, going through a divorce, or experiencing a major life change can have a huge impact on your finances. However, positive life changes can also upend finances. For instance, if you receive a major promotion and suddenly are making more money than...

5 Life Events That Demand Financial Planning

5 Life Events That Demand Financial Planning

Certain life events require a solid financial plan. Even life's most exciting chapters, such as a new job or a dream relocation, require a financial plan. These 5 life events demand financial planning. Getting Married If you’re planning on getting married, it’s...

Transitioning From Two Incomes to One

Transitioning From Two Incomes to One

The workplace has changed significantly over the past three years, and many Americans are rethinking what they want out of their careers. Some are looking to move on to a new employer, while others are planning on taking on a full-time job. According to a survey...

The Basics of Paying Off Credit Card Debt

The Basics of Paying Off Credit Card Debt

Getting out of credit card debt can be a daunting task, but it’s also possible. Rising interest rates and inflation are likely to keep credit card balances rising. With the average APR now at 17 percent, carrying these balances becomes more expensive. Despite what...

Best Budgeting Apps

Best Budgeting Apps

Budgeting is one of the most important things in life. Many people struggle to keep their spending under control, and find it difficult to stay on track when planning and accounting for their personal finances. Fortunately, there are many apps available that can help...