Do I need a trust?
Do I need a trust? Is my net worth high enough? What's the difference between a trust & a will? How can I protect my assets?
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Lifetime Tidbits
jlentz24
- Feb 28
- 3 min
Best ways to manage your finances while traveling
There are several ways to manage your finances while traveling. Check out these 5 tips to keep your money safe & your finances in good order
10 views0 comments
jlentz24
- Feb 20
- 3 min
4 Short-Term High Return Investments
Here are four options for short-term high return investments: high yield savings accounts, CDs, money market funds and I Savings Bonds.
14 views0 comments
jlentz24
- Feb 13
- 3 min
The Best Budgeting Apps for Couples, Friends and Your Personal Wealth
Managing money is hard. Here are 3 of the best budgeting apps for couples, friends and your personal wealth. Learn to better track your cash
19 views0 comments
jlentz24
- Feb 6
- 3 min
Do you need an umbrella policy?
As you grow your assets or purchase a home, you may start to wonder, “Do I need an umbrella policy?”
3 views0 comments
jlentz24
- Jan 30
- 3 min
What’s the difference between an ETF and mutual fund?
Stocks, ETFs, mutual funds or index funds? What's what? Let's look at the difference between an ETF and mutual funds.
7 views0 comments
jlentz24
- Jan 24
- 2 min
Investing HSA Funds
Did you know you can invest your HSA funds in the market? Investing your HSA funds could help you save for a future medical expense!
10 views0 comments
jlentz24
- Jan 13
- 4 min
50/25/25 Rule: Investing 101
As a novice investor, it's often scary where to start in the stock market. What should you buy? How much? Follow this 50/25/25 rule to start
29 views0 comments
jlentz24
- Jan 10
- 3 min
How to Travel on a Budget in 4 Simple Ways
Trying to make your dollar stretch further? Check out these four tips to keep in mind when planning your next vacation.
36 views0 comments
jlentz24
- Nov 30, 2022
- 2 min
Student Loan Debt: Part 3
With the student loan forgiveness plan tied up in court, Biden has extended the payment pause through June 2023. What else should you know?
7 views0 comments
jlentz24
- Nov 15, 2022
- 2 min
What’s Next for Student Loans? Part 2
With Biden's loan forgiveness program now on ice, what can borrowers do in the meantime? Click to learn more!
20 views0 comments
jlentz24
- Nov 10, 2022
- 4 min
Tackling Student Loan Debt: Part 1
A series on the growing crisis around student loan debt. How did we get here? Who qualifies for Biden's forgiveness plan? Learn more!
25 views0 comments
jlentz24
- Oct 18, 2022
- 2 min
0% Intro APR Credit Cards
How to leverage 0% Intro APR on a new credit card to slowly pay off big purchases or reduce debt (through balance transfers).
11 views0 comments
jlentz24
- Oct 17, 2022
- 3 min
How to Choose a Credit Card that’s Right for You: 4 Tips to Help You Select the Best Credit Card!
How to choose a credit card that's right for you: 4 tips for selecting a new credit card. How to select the best credit card for you
23 views0 comments
jlentz24
- Oct 6, 2022
- 2 min
Are you doing this before your grocery shopping?
Inflation is here! Save money at the grocery store by downloading their app and clipping coupons... all while watching TV! Save on groceries
24 views0 comments
jlentz24
- Sep 29, 2022
- 6 min
12 Tips for International Travel (especially for first-time adventurers)!
12 tips for international travel (especially for beginning/newbie travelers). First time adventurers should read to prepare for overseas vac
47 views0 comments
jlentz24
- Sep 20, 2022
- 4 min
5 Ways to Boost Your Credit Score!
5 Ways to Boost Your Credit Score for mortgages, car loans, credit cards. Reduce debt, increase line of credit, become authorized user.
32 views0 comments
jlentz24
- Aug 29, 2022
- 2 min
What are I Savings Bonds?
What are I Savings Bonds? With high inflation, and a current interest rate of 9.62%, are these worth an investment?
18 views0 comments
jlentz24
- Aug 22, 2022
- 2 min
Homeowners: If you are still paying PMI, make a phone call now!
Get rid of PMI today by calling your lender and requesting a new appraisal.
30 views0 comments
jlentz24
- Aug 7, 2022
- 3 min
Finance 101: Personal Savings Accounts for Emergency Funds
What’s an emergency fund and how much should you set aside? Find out ways to earn a little while keeping your cash quickly on hand!
54 views0 comments
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