Guarding Against Scams: Protecting Family and Friends from Fake Calls and Texts
Financial scams can happen any time. Use this guide to have conversations with family and friends about how to proactively protect against scams through texts and calls (UN)Official Caller What […]
Victim of Fraud? Here are Your Next Steps.
Falling victim to fraud can be a harrowing experience – it’s sometimes difficult to know where to begin when it comes to addressing it. If you believe you’ve been scammed […]
401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a […]
Is Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits […]
Spaving
Have you seen the grocery store signs that say, “Buy one, get one,” or “Buy one at $4.99, or get four for $2.99 each?” It’s a concept called “spaving,” a […]
Estate Planning as a Family Unit
Throughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving […]
More Than One in Four Women Retire with Less Than $50K
A new Goldman Sachs report found more than a quarter of women (28%) are saving less than $50,000 for retirement. “Assuming a 4% withdrawal rate, $50,000 in retirement savings provides $2,000 […]
Understanding Different Types of Retirement Accounts
At one time, retirement accounts were straightforward. These days, there are many retirement account options, leading to confusion and questions. Let’s review some key differences between sponsored retirement accounts and […]
Budgeting as a Couple
Conversations about finances aren’t exactly romantic, and budgeting can be a touchy subject, especially when you have different views about spending and saving. Before discussing how you’ll handle your bills […]
Protect Your Identity During Tax Season
While it’s important to be on high alert and protect your identity all year long, tax season is an especially vulnerable time. Every tax season, identity thieves run a variety […]
