As you enter the workforce and start to earn a regular income, it’s easy to get carried away with newfound financial freedom. However, this can often lead to costly money mistakes that can have long-lasting consequences.
Debt Ceiling Drama Is Behind Us
Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling—the amount Congress can borrow to pay its bills.
Aging Parents and Money
Your parents’ ability to manage their own finances may decline as they age and helping them with money matters is a sensitive issue you should approach carefully. Here are some tips to help you navigate this important transition.
Unused 529 Plan Funds: 5 Spending Options to Consider
Sometimes, 529 plans have unused funds after the beneficiary graduates or decides to discontinue their education. Whatever the reason for having unused 529 plan funds, here are five spending options to consider
Money Milestones: 4 Financial Goals for Older Individuals
Striving for financial betterment should not end when you hit retirement. You should continue to work toward new financial goals every year or every decade to manage the freedom you worked so hard to achieve.
Four Things Women Need to Know about Social Security
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor benefits that can help you and your family members. 1. How does Social Security protect you and your family? When …
Retiring as a Small-Business Owner: What to Know Before You Go
The thought of retiring may be intimidating for anyone—but if you own your own business, handing your “baby” to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What should all business owners know before they go? Set Specific Retirement Goals When you retire, you want to …
Investor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year.
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
The SECURE Act 2.0 legislation has changed the landscape when it comes to RMDs (required minimum distributions) – but what does this actually mean for those planning for retirement? Find out on our blog.
How Single Women Are Transforming the Real Estate Market
According to the National Association of Realtors’ 2022 trend report, single women have outnumbered single men in the home-buying market. What could be behind this rise in female homeownership?