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Filtered by: Personal Finance
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Taxing Social Security Benefits: Clearing the Confusion

By Community First Financial Advisors

When the One Big Beautiful Bill Act (OBBBA) was passed in the summer of 2025, there was some confusion in messaging from the Social Security Administration about taxation of benefits.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

By Community First Financial Advisors

Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year. That is, until we consciously break the pattern.
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Insurance Needs Assessment: For Empty Nesters and Retirees

By Community First Financial Advisors

With the children now out of the house, financial priorities become more focused on preparing for retirement.
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Where Will Your Retirement Money Come From?

By Community First Financial Advisors

For many people, retirement income may come from a variety of sources. Here's a quick review of the six main sources.
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Problems with Probate

By Community First Financial Advisors

We all hope to provide for loved ones after we are gone, but the probate process can be complicated.

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The Lowdown on Those Free Credit Scores

By Community First Financial Advisors

Understand how your credit report impacts your credit score.
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