Last week, I began a discussion about the top 10 tips for college students. If you’d like to review that column, go to the Resource Center at www.welchgroup.com then click on ‘Stewart’s Column’. Here are the remaining 5 tips: You’ll likely get bombarded with credit card offers in the mail. Companies know that the students […]
First-Year College Students Financial Checklist – Part II
First-Year College Students Financial Checklist – Part I
With summer fast coming to a close, many once high school grads are about to declare “independence day” as first-year college students. Along with increased freedom comes increased responsibility. You can offer a helping hand by sharing these 10 top financial tips with your favorite college student: Whether you are paying your way with a […]
First-Year College Students Financial Checklist – Part I
With summer fast coming to a close, many once high school grads are about to declare “independence day” as first-year college students. Along with increased freedom comes increased responsibility. You can offer a helping hand by sharing these 10 top financial tips with your favorite college student: Whether you are paying your way with a […]
6 Best Tax Moves Right Now
Most people wait until the April 15th tax-filing deadline is near and then rush around to gather their tax records and file their return which is both chaotic and stressful. Why not take a minute now to do a little planning and make next year’s tax filing season so much easier? Here are your six […]
Advice for College Students- 5 Pathways to Millionaire Status
While some young adults enter college knowing their pathway- they know they want to be a veterinarian, an engineer, a doctor, a lawyer, an accountant; most just simply show up and start taking classes without much thought of the future. I want to encourage all students to take a moment and consider what lifestyle you’d […]
There’s a New Scam in Town!
Last week I received a call from a client who was panicked after receiving a call from an IRS agent saying he owed taxes and must pay immediately or face having his bank account frozen or potentially have his home seized. When my client didn’t immediately agree to pay the taxes due, the agent demanded […]
“The Roth-Child Strategy” – June 8, 2014
The Secret to Success is…(drum roll please…)
The secret to success can be boiled down to a single word…CONSISTENCY. You see, each of us pretty well knows what steps need to be taken in order to achieve success for any particular goal. Let’s call these steps our ‘Action Plan’. And where we are uncertain of what our action plan should be, that […]
6 Habits of Superstar Employees
In last week’s column, I discussed 7 tips for having a winning job interview. Once you’ve got that new job, here are the six habits for becoming a super star employee: “Lights on…lights off”. Do you remember the movie, ‘The Karate Kid’? One of the most memorable scenes was when master martial artist, Mr. Miyagi, […]
Get That Job! 7 Strategies to Boost Your Odds
Hundreds of thousands of students will soon graduate from high schools and colleges across the nation and will seek either summer or full-time jobs. It’s no secret that the job market is extremely tight as the ripple-effect of the Great Recession that began in 2008 continues to be felt here in America. If you’ll be one of […]