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 | Jul 3, 2024 | Dave Mortach, Finance
Let’s face it: money worries can feel like a constant storm cloud overhead. They can disrupt sleep, fuel arguments with loved ones, and leave you powerless. But fear not, fellow traveler on this crazy financial journey – there are ways to calm the money monster...
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 | Mar 13, 2024 | Dave Mortach
Adopting a frugal lifestyle can be a game-changer in a world where expenses seem to rise endlessly. Frugal living isn’t about deprivation; it’s about making mindful choices to optimize resources and prioritize what truly matters. Whether saving for a big...
