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Figuring Out a 401(k) Strategy That Works for You
Matching your tolerance for risk with your investment objectives Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...
Read MoreThe Different Stages of Financial Freedom
If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...
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Four Tips for Gaining Financial Independence
The golden rule of financial planning: if you can plan it, you can pursue it. Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...
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An Introduction to Estate Planning for the Sandwich Generation
For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're...
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Invest in Your Financial Education During Financial Literacy Month
April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it may be worth the effort to brush up on some...
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Four Things Women Need to Know about Social Security
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important...
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How to Teach Your Children Financial Wellness
Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from...
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Inflation: The Not-So-Silent Retirement Killer
Your long-term retirement strategies must account for inflation – or else You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really...
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Retirement Plan Limits on the Rise in 2022
Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers will increase, including how much you can contribute to a work-based...
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Beware Scams at Tax Time
Identity theft runs rampant during tax season. Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN) to...
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Improving Your Financial Health is Not Very Hard
“Keep it Simple, Stupid” is a great approach to organizing your finances Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the right asset allocation to meet your...
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Five New Year's Resolutions for Those Nearing Retirement
Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring you have enough money to be able to retire...
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Take a Mental Break
Sometimes we get so caught up taking care of our work, family, and friends that we forget to take care of ourselves. By taking daily mental breaks, you will perform better mentally and physically in your daily responsibilities by...
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Preparing for Year-End & The 2021/2022 Tax Season
Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you get ready: Important Dates and Deadlines Year-End Checklist for Tax...
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Giving Back to Your Community While Improving Your Bottom Line
Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs, giving back to the community may be more than just a charitable act; it can also make good business sense. If you have...
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End Of Year Financial Planning
End of Year Financial Planning For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By...
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