Tips to Shape Up Your Fiscal Fitness this Summer
Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start...
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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...
The Simple Life: 3 Tips for Simplifying Your Financial LifeIf you sometimes feel like your financial
If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without...
Rollovers and Prohibited Transactions: What Investors Need to Know
If you've left an employer and are considering moving your 401(k) retirement savings to another plan or an IRA, there is new legislation...
12 Things Investors Need to Know about the SECURE Act 2.0
In late 2019, SECURE Act was passed as a way to help Americans save more for their retirement. In March 2022, the SECURE Act 2.0 has...
4 Economic Benefits of Homeownership
Even though housing prices throughout much of the U.S. are at or near all-time highs, there are still many distinct financial advantages...
5 Life Events That Impact Your Life Insurance Needs
A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss...
May 2022: A Letter to Investors
2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a...
529 College Savings Plans: A Cheat Sheet for Common Questions
Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for...
4 Key Investments You Should Consider as a Small-Business Owner
As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or...
6 Mental Health Tips for Investors
Investing is stressful. It takes sound mental decisions to weather the ups and downs that come with the markets and investing in general....
How to Beat the Retirement Blues
Retirement is an exciting change in your life, but not one that doesn't come with some ups and downs. When you no longer have as much...
Understanding 401(k) Loans
Defined contribution plans, such as 401(k) plans, are the most popular employer-sponsored retirement plan in the United States. According...
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...
Four Things to Know Before You Take Social Security
Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time...
A Guide to Retirement Planning for Doctors
Working in medicine may be challenging, especially with the strain placed on health care professionals throughout the COVID-19 pandemic....
A Refresh for Your Finances
When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much...
Understanding Your Credit Report
Your credit report contains information about your past and present credit transactions. It's used primarily by potential lenders to...
6 Wallet-Friendly Ways to Celebrate America Saves Week
Monday, February 28th, kicks off America Saves Week this year. The week is dedicated to bringing awareness and encouraging people to look...
IRA Mistakes to Avoid
If you already contribute to a 401(k) or another retirement account through work, you may not have spent much time thinking about opening...
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