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Friday, January 27, 2023

A busy schedule is never an excuse to ignore your health– but more often than not, we all fall victim to putting our work, social, and family life, ahead of our well-being. Especially when it comes to our heart health....

Friday, January 20, 2023

Getting married is a joyous time, but one that comes with numerous considerations. From living arrangements to future goals, marriage may quickly change a lot of things in your life. One thing that may drastically change after your...

Friday, January 13, 2023

I think it’s safe to say micro goals are the individual pieces of your long-term puzzle—which together, make your end goal more clearly laid out with each piece you complete. Micro goals are easier to plan...

Friday, January 6, 2023

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

Thursday, December 29, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

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Thursday, December 22, 2022

You know about the famous ball drop in Times Square and the firework spectacle over the Sydney Opera House, but don’t forget about these other stand-out places that ring in the New Year in style.

Thursday, December 15, 2022

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...

Thursday, December 8, 2022

Socially responsible investing (SRI) is a strategy to make your investments more impactful by supporting ecological and social causes. SRI investors invest their money to support companies that value transparency in their business...

Thursday, December 1, 2022

In an apparent break with their technology-obsessed millennial predecessors, members of Generation Z who are starting to enter the workforce are ready to put down their devices, and are more aligned with Generation X in their...

Thursday, November 24, 2022

Cyber Monday is one of the most popular shopping days, competing each year with Black Friday when it comes to scoring holiday deals. While online shopping continues to grow in popularity, it also opens the door even wider for those...

Friday, November 18, 2022

Anyone involved in financial matters of any kind will have to deal with interest, either working for or against you. A quote often attributed to Albert Einstein provides readers with insight into the benefit or crutch of interest in...

Thursday, November 17, 2022

Celebrated on November 19th, Women's Entrepreneurship Day was established by Women’s Entrepreneurship Day Organization (WEDO) in 2013 to bring awareness to the hundreds of millions of women and girls living in poverty and to help...

Thursday, November 3, 2022

Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today's scammers are clever at...

Thursday, October 27, 2022

If you're like many, you may associate long-term care with nursing homes and end-of-life care. But far more people will need long-term care in a crisis—an injury or illness that requires long-term care or rehab before you can...

Monday, October 24, 2022

September is National Preparedness Month, part of an effort by the Federal Emergency Management Agency (FEMA) to raise public awareness and inspire disaster readiness. Most communities could be impacted by some type of natural disaster...

Monday, October 17, 2022

The Fair Credit Reporting Act of 1970 has stood the test of time, and the Consumer Credit Reporting Reform Act has provided additional protection to the American consumer. If you take the time to understand the credit reporting system...

Friday, October 14, 2022

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Friday, October 7, 2022

Nearly 75% of American adults report that they don't regularly follow a budget, while 10% have no budget at all.1 A lucky few may earn enough, or have low enough expenses, making budgeting unnecessary. But for the rest of us, the...

Thursday, September 29, 2022

Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing something they enjoy. If you're thinking about starting your own business, you'll need a sound...

Friday, September 23, 2022

In 2021, women-led companies only received 2% of all venture capital funding, a figure considered the lowest percentage in more than five years.1  Data shows this figure does not necessarily reflect the potential success of...

Friday, September 16, 2022

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Friday, September 9, 2022

Running out of income is a primary concern for most retirees. Immediate annuities offer a financial alternative to help meet retirement income needs by providing a steady stream of income designed to last through retirement. What is an...

Friday, September 2, 2022

The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one of the most popular retirement plans in the market. (A similar plan, the 403(b), is often available to employees of...

Friday, August 26, 2022

Given the daily responsibilities of running a business, planning for an event that may or may not happen may not seem to be a priority. But by preparing for a major disaster, your company will be in a better position to cope with more...

Monday, August 22, 2022

You will need to think about the disposition of your assets at your death and any tax implications. Statistically speaking, women live longer than men. So if you are married, you'll also probably have the last word about the final...

Thursday, August 18, 2022

There was a time that retirement meant, for many people, sitting in the sun in a southern retirement community along with a host of fellow retirees. However, today retirement means many different things to different people. Why settle...

Friday, August 12, 2022

Ahh, back to school time. It’s a dreaded season for most kids, and some parents, too. Getting back into the grind of waking up early, packing lunches, and fitting in extracurricular activities can be tough—but waiting until the last...

Friday, August 5, 2022

There are no great secrets where tax planning and tax cutting are concerned. The principles around which all tax-cutting strategies revolve can be reduced to six basics:  Income splitting. Taxes are reduced for the total family...

Friday, July 29, 2022

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can...

Tuesday, July 26, 2022

ESG investing enables investors to participate as stewards of the planet and its inhabitants by leveraging environmental, social, and governance factors when they invest. The impact must benefit beneficiaries for it to be tagged as an ESG.

Friday, July 15, 2022

Homemade ice cream has never been simpler. With a 3-ingredient base and no churning required, your freezer is bound to have a never-ending supply of this delicious frozen dessert!

Friday, July 8, 2022

Most pet lovers would agree that the animals we bring into our homes become more than just pets—they become members of the family. So why not celebrate them as you would any other family addition by incorporating their images in your home.

Friday, July 1, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. Learn the differences between financial independence and financial freedom.

Friday, June 17, 2022

Insurance is crucial for any small business. Small-business owners may find themselves in a difficult situation without proper coverage if they suffer building damage or face a lawsuit. While obtaining adequate insurance for your...

Friday, June 3, 2022

The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common question investors ask their financial...

Thursday, June 2, 2022

The challenges of pursing financial wellness and managing finances are common concerns for many married couples. Read on for important factors that play a role when same-sex couples manage their finances.

Friday, May 20, 2022

May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans. As higher education costs continue to soar, many parents find themselves faced with the nagging question,...

Friday, May 6, 2022

Preparing for retirement may be an exciting and stressful time. While the idea of leaving the workforce and enjoying more leisure time may be appealing, the prospect of no longer receiving a regular paycheck might be intimidating for...

Tuesday, April 26, 2022

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Friday, April 22, 2022

Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between...

Thursday, April 21, 2022

Teaching your children about finances may seem like a weighty topic; however, it does not have to be challenging. By opening the lines of communication early and demonstrating good financial decisions of your own, you may set your...

Tuesday, March 8, 2022

The financial world is a complex one to navigate. New investment products, global investing opportunities, employee-driven 401(k)s — these (and many more) collectively underscore the value of seeking professional financial advice...

Tuesday, March 8, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...