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...
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...
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...
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...
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...
