How to Make Your 2020 Resolutions Stick
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same thing. If you’re like most people, New Year’s resolutions are often long forgotten by...
Don’t Miss These 6 Year-End Financial Planning Opportunities
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and vacations to organize. While financial planning should occur year-round, it often becomes top of mind as the year draws to a close....
College Savings Plans: Breaking Down the Complexities
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as buying a home, having a wedding, or starting a family. Young adults who...
Be Prepared: 7 Estate Planning Tips
Estate planning is an important part of your financial plan. Read this article for 7 tips that can help you prepare for this important aspect of your financial picture. No financial plan is complete without an estate plan. Estate planning covers all aspects of your...
Financial Wellness Tips to Survive Sandwich Generation Stress
If you are part of the sandwich generation then one of the major responsibilities, you may face is taking over your parent’s financial well-being. This can take a toll on your own financial wellness, as well as your emotional health. Here are 5 financial...
How to Get Your Finances in Order When You’re Stuck
Disorganized finances often make it not easy to plan and set financial goals. Getting your finances in order by following a pattern of established financial management guidelines may help you to stay on top of your financial situation throughout the whole...
Changing Jobs? Don’t Forget to Transfer Your 401k Retirement Account from One Company to Another
Employees often make the mistake and don't transfer their old 401k retirement account from one company to another when changing jobs. While it’s perfectly legal to do this, there are financial advantages when you move your 401k to another company. An old...
Sudden Financial Windfall: Managing the Unexpected
Personal wealth, in many cases is transferred from older family members to younger ones, but this isn't always the case. Sudden wealth or financial windfall can be acquired in other ways. For example, you could come into newfound money through a business...
Social Security Myths: The Talk and Truth about Social Security Benefits
67 million people received Social Security benefits in 2017. However, despite many retirees relying on their Social Security income, often they don’t fully understand the benefits they receive through their social security check. In the United States,...
Financial Literacy for Kids: How to Get Parents Prepared to Teach Their Kids about Money
If you are interested in finding out more about financial literacy for kids, you want to ensure that your child knows the value of money and how to use it wisely. You cannot assume that these lessons are taught in school because only 17 states in the U.S....