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 […]
7 Questions You May Have About Your Retirement
Are you on the brink of retirement or settling into your golden years? This chapter of your life can be exciting and rewarding, especially if you’re well-prepared. One of the […]
5 Reasons to Invest in Your 401(k)
Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working. One of your most impactful opportunities to save, and […]
How Inflation Impacts Retirement Income
Many people notice the effects of inflation on their grocery bill or at the gas station when a full tank costs more than they remember. But inflation affects other areas […]
Year-End Tax Planning Tips
Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies […]
How Interest Rates Affect Your Mortgage Payments
Interest rates are the price tags for borrowing money. It’s the extra amount you owe on top of the original loan. Dreaming of buying a home? Learn more about how […]
Why It’s Not Too Late to Save for College
According to the Education Data Initiative, the average annual cost of college per student, per year in the U.S., including books, supplies, and living expenses is $36,436.1 The average cost […]
Fraud Awareness: Social Engineering and the Art of Deception
I’ve heard it said that we as humans, are trusting and averse to conflict. While we can’t say that’s true of all people, fraudsters who focus on these vulnerabilities have been known […]
Pre-Retirement Checklist
You may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well […]