by Dave Mortach | Sep 5, 2024 | Budgeting, Dave Mortach
In today’s digital age, the role of digital marketing in driving success for lending institutions cannot be overstated. With consumers increasingly turning to online channels to research financial products and services, digital marketing has become a powerful...
by Dave Mortach | Aug 6, 2024 | Budgeting, Dave Mortach, Finance
Getting married is an exciting milestone but also comes with new financial responsibilities. One of the most significant changes is how you file your taxes. Here are four tips to help you navigate the tax landscape as a newlywed couple. 1. Choose the Right Filing...
by Dave Mortach | Jun 3, 2024 | Budgeting, Dave Mortach
Mutual funds offer investors a diversified and professionally managed approach to building wealth. These investment vehicles pool money from multiple investors to invest in a diverse portfolio of stocks, bonds, or other securities. Mutual funds are an attractive...
by Dave Mortach | May 6, 2024 | Budgeting, Dave Mortach, Finance
Your credit score is a critical factor in determining your financial health. It can impact your ability to secure loans, get favorable interest rates, and even rent an apartment. If you’re struggling with a low credit score, there are steps you can take to...
by Dave Mortach | Feb 8, 2024 | Budgeting, Dave Mortach, Finance
When managing our finances, logic and rationality often take center stage. However, the undeniable truth is that emotions play a significant role in shaping our financial decisions. From excitement and fear to greed and anxiety, our feelings can act as powerful...
by Dave Mortach | Jan 10, 2024 | Budgeting, Dave Mortach, Finance
As we progress through different stages of life, our financial priorities and challenges evolve. Making sound financial decisions becomes increasingly crucial in our 30s, 40s, and beyond. In this blog, we’ll explore common financial mistakes to avoid during each...
