December 29, 2023
If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. Our latest blog will help guide you as you work towards having philant...
Articles
December 27, 2023
As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement account...
December 22, 2023
Saving money is a crucial pillar of personal finance that can have a profound effect on your financial stability and long-term aspirations. However, there is no universal formula to determine the p...
December 19, 2023
Recognizing historical trends in the housing market and mortgage rates is crucial for gaining profound insights into the present state and making well-informed forecasts about the future of real es...
November 28, 2023
As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few ...
November 13, 2023
In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a substantial increase in retirement and disability benefits...
November 10, 2023
New to finances? That's okay! Our newest blog will walk you through 10 easy planning steps you can start implementing in your financial journey.
October 27, 2023
Did you know that there are 4 different phases when it comes to retirement? There is pre-retirement, early retirement, mid-retirement, and late retirement. Each phase comes with different preparati...
October 20, 2023
With retirement confidence taking a hit, it's important to consider the big picture. Inflation played a large role in decreasing people's confidence, but what else?
October 13, 2023
As you get closer to age 65, you may encounter some questions regarding Medicare. What are my coverage options? How do I enroll? To find out the answers to these questions and similar questions, re...
October 9, 2023
With the Department of Education working to simplify the FAFSA process comes changes to the process. For example, Pell Grants will be easier to receive for some students.
September 29, 2023
During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Our latest blog explores crucial steps you may take to work on financial prep...
September 22, 2023
Planning for your financial future and retirement looks much different than in previous years. Because of this, visualizing your future has become more important than ever.
September 15, 2023
When it comes to repaying your student loans, one size does not necessarily fit all. The key to a manageable repayment plan is to find a strategy that works well for your goals, budget, and lifesty...
September 8, 2023
Every year, around 3 million Americans are required to evacuate their homes due to a natural disaster. What's more, this figure does not include the millions of other individuals who are temporaril...
August 31, 2023
Go out into your yard and dig a big hole. Every month, throw $50 into it but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little cr...
August 11, 2023
High school graduation holds significant importance for students and their families, as it marks a critical juncture in the college planning process. It also serves as a reminder of the paramount i...
August 9, 2023
If you're retired, you face decisions your parents or grandparents likely didn’t face before you. This means every year you need to realistically estimate your life-expectancy to manage the foundat...
July 28, 2023
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully.
July 21, 2023
As retirement approaches, many older adults consider downsizing their homes to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be emotionally and physi...
June 26, 2023
Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Check out the full insurance coverage checklist:
June 16, 2023
Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that t...
June 9, 2023
For many, the expenses of college or technical school can be overwhelming. But, with financial aid programs, tuition, room and board, books, and other college-related costs can become more affordab...
June 2, 2023
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. Learn more:
May 26, 2023
Did you know that 529 Day is on Monday? 529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things,...
May 19, 2023
Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, When do I retire? And once you crack open your nest egg, how should you allocate its contents...
May 12, 2023
For business owners, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming. If you're a business owner, take a look at our checklist to determine ...
May 2, 2023
Happy Life Insurance Day! Depending upon the type of policy you purchase, life insurance can enable you to meet specific life goals: retiring comfortably, paying for your child's education, or payi...
April 28, 2023
Targeted scams have become even more popular with the amount of personal information readily available on the internet. From phone scams to phishing attempts and intercepted deposits, here are thre...
April 21, 2023
Could you be losing money because of simple monetary mistakes? Avoid these money-wasting habits in 2023 to have more cash when you need it:
April 14, 2023
Planning for retirement is exciting, but it may come with a bit of stress. One of the things that you may need to consider is when to begin claiming your Social Security benefits. Here are a few qu...
April 7, 2023
Increasing your financial literacy may allow you to make better decisions about your money and your financial future. For Financial Literacy month, take a look at these tools to expand your current...
March 31, 2023
When you start to consider if investing is an appropriate option for you, you may have questions. It’s exciting when you decide to invest and watch your money work for you, but it’s more than just ...
March 24, 2023
Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, IRA, HSAs, and other tax-advantaged accounts, it's worth taking a...
March 22, 2023
When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts. For many people, the choice between building emerg...
March 17, 2023
As 2023 heats up, talk about the national debt spiraling out of control will too. But what is the national debt and should investors worry about it? Learn more:
March 13, 2023
What should you know about the Secure Act 2.0 that may impact you and your financial and retirement goals? Here is an overview of important information to know:
March 6, 2023
With spring’s arrival, there is another area of your life that may need some tidying up—your finances. Even if you keep up with your finances throughout the year, it’s beneficial to take time each ...
March 6, 2023
Are there certain S&P 500 sectors that might perform better if inflation rises? Read my latest blog for a breakdown of which sectors to pay attention to:
February 28, 2023
It’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind whe...
February 24, 2023
When was the last time you gave yourself a financial checkup? Before you jump right in, consider these steps to assist you in evaluating where you stand financially and to help you determine a reas...