by Louis Odette | Sep 27, 2023 | Uncategorized
REFRESHER: WINNING WITH CREDIT SCORES Are you familiar with what makes up your credit scores? How you manage your credit usage and account history has a huge impact on your scores. The top 3 numbers in the chart have the biggest impact. Credit scores...
by Louis Odette | Jun 15, 2023 | Uncategorized
Tune-Up your Savings Plan for the Year Is your goal to max out your retirement savings contributions in 2023? Are you on track with salary deferrals or accumulating savings to do that? This writing is a mid-year reminder to check on your progress with...
by Louis Odette | Jan 12, 2023 | Uncategorized
Refresher on Capital Gains Taxes – Primary Residence Sales Many people aren’t familiar with the effects of selling property that has appreciated in value, and whether they are about to incur a capital gain tax with a sale. It helps to have an awareness of current...
