June 2024 Newsletter
June NewsletterSee what we have been up to this past quarter! Click the link below to to subscribe to the full newsletter. Subscribe Online Online PDF
Shred These Documents to Safeguard Your Sensitive Information
Shred These Documents to Safeguard Your Sensitive Information From bank statements to expired IDs, see what documents you should shred to protect your identity and prevent fraud.Shredding paperwork with sensitive…
Factors to Consider When Transferring a Credit Card Balance
Factors to Consider When Transferring a Credit Card Balance Millions of Americans are currently struggling with out-of-control credit card debt. For some of us, a balance transfer may be the…
Summer Planning for Holiday Spending
Summer Planning for Holiday Spending Planning your holiday shopping during the summer gives you the opportunity to combat the seemingly unavoidable stress – financial or otherwise – many of us…
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Maintenance Reminders July-September
April • Clean out your home’s gutter. The gutters have most likely accumulated leaves and debris from the fall season and grime or sediment from the rain and winter. • Level home. Check your home once a year to make sure it remains level. If it is out of level, be sure to have it corrected before your home becomes damaged. May • Inspect the seal of exterior doors and windows and exterior siding. Caulk exterior doors, windows, and exterior hardboard siding. Use clear silicone if you will not paint or paintable caulk if you will. Caulk small holes or cracks of vinyl siding with silicone or replace siding sections that are damaged. • Inspect and tighten screws in your metal siding. Be sure to tighten any 1/4 hex screws that are coming loose on your metal sided home. June • Have your air conditioning system serviced and ready for summer. This depends on each home and in what part of the country you live in. Refer to any user guides for your system for specific regular maintenance or consider having it serviced by a professional. Doing this once-a-year can save you a lot of money down the road. • Flush water heater. Many cities have very hard water causing hard water deposits to form in your water heater, leading to inefficient water heating. Flushing the water heater should be done by a professional but follow the manufacturer’s instructions if you are doing it yourself. • Remember to change the A/C filter, test smoke/carbon monoxide detectors, and inspect your fire extinguisher.
Blue calendar icon isolated on white background
Maintenance Reminders April-June
April • Clean out your home’s gutter. The gutters have most likely accumulated leaves and debris from the fall season and grime or sediment from the rain and winter. • Level home. Check your home once a year to make sure it remains level. If it is out of level, be sure to have it corrected before your home becomes damaged. May • Inspect the seal of exterior doors and windows and exterior siding. Caulk exterior doors, windows, and exterior hardboard siding. Use clear silicone if you will not paint or paintable caulk if you will. Caulk small holes or cracks of vinyl siding with silicone or replace siding sections that are damaged. • Inspect and tighten screws in your metal siding. Be sure to tighten any 1/4 hex screws that are coming loose on your metal sided home. June • Have your air conditioning system serviced and ready for summer. This depends on each home and in what part of the country you live in. Refer to any user guides for your system for specific regular maintenance or consider having it serviced by a professional. Doing this once-a-year can save you a lot of money down the road. • Flush water heater. Many cities have very hard water causing hard water deposits to form in your water heater, leading to inefficient water heating. Flushing the water heater should be done by a professional but follow the manufacturer’s instructions if you are doing it yourself. • Remember to change the A/C filter, test smoke/carbon monoxide detectors, and inspect your fire extinguisher.
1st Quarter Newsletter
April NewsletterSee what we have been up to this past quarter! Click the link below to to subscribe to the full newsletter. Subscribe Online Online PDF
Blue calendar icon isolated on white background
Maintenance Reminders April-June
April • Clean out your home’s gutter. The gutters have most likely accumulated leaves and debris from the fall season and grime or sediment from the rain and winter. • Level home. Check your home once a year to make sure it remains level. If it is out of level, be sure to have it corrected before your home becomes damaged. May • Inspect the seal of exterior doors and windows and exterior siding. Caulk exterior doors, windows, and exterior hardboard siding. Use clear silicone if you will not paint or paintable caulk if you will. Caulk small holes or cracks of vinyl siding with silicone or replace siding sections that are damaged. • Inspect and tighten screws in your metal siding. Be sure to tighten any 1/4 hex screws that are coming loose on your metal sided home. June • Have your air conditioning system serviced and ready for summer. This depends on each home and in what part of the country you live in. Refer to any user guides for your system for specific regular maintenance or consider having it serviced by a professional. Doing this once-a-year can save you a lot of money down the road. • Flush water heater. Many cities have very hard water causing hard water deposits to form in your water heater, leading to inefficient water heating. Flushing the water heater should be done by a professional but follow the manufacturer’s instructions if you are doing it yourself. • Remember to change the A/C filter, test smoke/carbon monoxide detectors, and inspect your fire extinguisher.
The Importance of Assessing Your Financial Health
The Importance of Assessing Your Financial Health Much like checking your credit, assessing your financial health allows you to gauge your progress, identify areas for improvement and celebrate your achievements.…
w4 tax form with money, pen and calculator on desk.
Your W-4 in 2024: What’s Changed and How to Fill it Out.
The Internal Revenue Service (IRS) released a modified W-4 form for 2024. It’s not necessary to update your W-4 each year, but understanding what’s changed will help you stay informed and make…
