Lisa MacColl

Money-saving apps for clients

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

By Lisa MacColl |April 8, 2016

2 min read

Tax News

Tax breaks clients might not know about

While some tax credits may seem obvious, there are others you may not know about.

By Lisa MacColl |March 4, 2016

4 min read

Planning and Advice

Save money for car owners

Most of your clients likely own more than one vehicle; and those costs can add up. Here are some ways car owners can save. APA new-car buying service A membership to the Automobile Protection Association (APA) gives consumers access to price quotes for up to five cars per year. How much is available: The report […]

By Lisa MacColl |February 5, 2016

3 min read