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Saving Money Throughout Your Retirement

Saving Money Throughout Your Retirement

by Victor Notaro | Feb 4, 2021 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

Retirees can save money using these five tips. Create a budget Retirees should use budgets to keep their spending in check. They should take note of monthly expenses such as groceries, utilities, and memberships. They should set an upper limit on the dollars spent...
New Years Resolutions for a Fiscally Healthy Year

New Years Resolutions for a Fiscally Healthy Year

by Victor Notaro | Jan 12, 2021 | Banking, Financial Lessons, Victor Notato

Getting to a place in your life where you consider yourself fiscally healthy can seem like a challenge. The key is to take bite-size pieces and accomplish them one small habit at a time. Let’s take a look at some of the steps you can make in the new year. 1. Set...
5 Life Events That Demand Financial Planning

5 Life Events That Demand Financial Planning

by Victor Notaro | Dec 18, 2020 | Banking, Financial Lessons, Victor Notato

Financial planning helps one map a financial future. When one has a financial plan, he can secure his wealth and finances. Even when one does not find the essence of creating a financial plan, these five life events demand one. Marriage and Divorce A couple should...
A Brief Guide To Special Needs Trusts

A Brief Guide To Special Needs Trusts

by Victor Notaro | Nov 20, 2020 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

If you have a family member with special needs, it could be worth setting up a special needs trust. Special needs trusts, or SNT’s as they’re called for short, are trusts set up for someone with special needs that can supplement the benefits that person may typically...
Calculating How Much Home You Can Afford

Calculating How Much Home You Can Afford

by Victor Notaro | Oct 23, 2020 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

When looking at blogs about buying a home, you’ll often find them discussing how you can budget to afford a new home. The problem with many of these blogs is that they fail to mention how you can actually figure out what you can afford. I just recently published a...
Budgeting To Buy A Car

Budgeting To Buy A Car

by Victor Notaro | Sep 25, 2020 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

Buying a brand new car is not cheap. They typically cost thousands of dollars, and you’re more than likely not going to be able to cover the entire cost of your new vehicle right away, meaning you’ll have to do some sort of payment plan. This means you’ll likely have...
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