Friday, July 2, 2021
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...
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Friday, June 25, 2021
For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...
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Thursday, June 3, 2021
From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for...
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Tuesday, May 25, 2021
The United States is filled with natural beauty, which can be enjoyed by visiting one of the many parks throughout the country. From forests to canyons, waterfalls to mountains, you can find a park that has what you are looking for....
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Sunday, May 16, 2021
Graduation from college is an exciting time for many and signals the start of student loan repayment. If you are a recent graduate, you may have a co-signer on your student loan. If you are a parent or family member that is a co-signer...
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Wednesday, May 12, 2021
Insurance should be part of everyone’s plan – and it should evolve too Young adults starting out in life, especially newlyweds, need insurance. But what kind? As a start, a good term life policy likely is a smart move....
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Monday, May 10, 2021
A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...
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Friday, April 23, 2021
If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....
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Thursday, April 22, 2021
Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2 Although more women are providing for their...
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Wednesday, April 21, 2021
With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress. Whether it is due to the loss...
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Sunday, April 18, 2021
In a recent survey, 74% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? To answer that question requires an...
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Thursday, April 15, 2021
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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Tuesday, April 13, 2021
When you die, what will happen to your retirement plan benefits? In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. Your benefits will generally be subject to...
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Wednesday, April 7, 2021
While many people often think of only their physical health needs when evaluating health insurance plans, the Affordable Care Act (ACA) requires all plans that are sold on the individual or family health insurance marketplaces to...
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Thursday, April 1, 2021
Too many people just don’t have it, but your financial professional can help April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining...
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