Broker Check


Holiday Scams and Prevention Tips

Click here for a list of charities eligible for tax exempt status by the IRS.

Click here to see how charities will use your donation.

Click here to check a business with the Better Business Bureau.

Vacation Worksheet

Click here for a vacation budget worksheet

Preventing Identify Theft

Click here to get your free credit report

Click here for a list of documents to shred

Midyear Review of Your Finances

  1. Look at Your Budget
    Click here for a holiday budget worksheet
  2. Review Your Retirement Accounts
  3. Check Your Emergency Fund
  4. Deal with Debt
    Get your free credit report-
  5. Plan for Taxes

Every kid wants to sport the latest supplies while walking the halls in style. Financial professional Hunter Unschuld talked with KRQE about how to save when shopping for back to school:

  1. Set a Budget
    Click here for a budget worksheet
  2. Scope out the Supply List
  3. Follow Your Favorite Stores
  4. Get the Kids Involved