Both stock and bond markets have been challenging this year, but it’s important to focus on what this tends to mean looking forward.
Tips for Women Who Are Living in the Sandwich Generation
The day-to-day demands of caring for an aging parent and children can put a tremendous strain — both emotional and financial — on the primary caregiver.
Planning for Marriage – Financial Tips for Women
As you are planning for marriage, it’s important to consider how this big life event will impact your finances. Careful planning can increase the likelihood that you’ll have financial success as you enter this new chapter in your life.
The Joys and Financial Challenges of Parenthood
As your children grow from infancy to adulthood, you try to protect them. You want to make sure that they are financially secure, but meeting expenses can be challenging.
Charitable Giving: Making a Positive Difference
There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes.
A Bear Market is Officially Here
A bear market is officially here thanks largely to stubbornly high inflation. It has likely felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until Monday.
ESG Investing: The New Frontier for Environmentally Conscious Investors
Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations to make when diving into the ins and outs of ESG investments.
Bull Market Hangs By A Thread
The bull market that began in March of 2020 came dangerously close to an end.
4 Costly 529 Plan Mistakes To Avoid
For many parents, 529 college savings accounts may be a way to invest for your child’s future while perhaps saving money on taxes in some states. However, these 529 accounts have some challenges that may lead you astray if you do not pay attention. Here are four of the costliest 529 mistakes you might make.
Grow Old with Me – Live (Almost) Tax-Free
While the income of older Americans may be freer from encumbrances of children or work- related expenses, the expenses of daily living must still be planned for cautiously. Income must be managed appropriately so that it’s available to meet ongoing expenses, and higher health care costs.