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Thursday, January 26, 2023

Asking questions and planning will give you both peace of mindCombining love, lives and laundry is one thing. Combining your money is another. Newly married couples who both work would do well to think about what to do with two incomes...

Monday, January 23, 2023

A Step-By-Step GuideYou have probably heard about financial planning and its potential benefits, but you are unsure how to apply the principles to your life. A financial plan is a collection of steps that help you to evaluate your...

Monday, January 9, 2023

What is an estate tax return?When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. After the debts have been paid, the various items left in your...

Sunday, January 1, 2023

Your Countdown to Financial HealthFor many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you...

Monday, December 26, 2022

A framework to help you be among the 8% that sticks to resolutionsWill you make a New Year’s resolution this year? One of the smartest ones could be to get your finances in order. But keeping that promise to yourself is another...

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Sunday, December 18, 2022

What if you focused on your system instead of just your goals?Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

Tuesday, December 13, 2022

Debt-to-Income Ratio ExplainedIf you’re considering purchasing a home, debt-to-income ratio (DTI) is an important term to familiarize yourself with. Your DTI can ultimately make it easier or harder for you to qualify for a...

Wednesday, December 7, 2022

There are chilling similarities – but fundamental differences, too.On December 7, 2001, a Gallup Poll ran the following headline:“Americans Say Sept. 11 Will Be More Historically Significant Than Pearl Harbor.”That...

Thursday, December 1, 2022

What are appropriate checklists for year-end tax planning?Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different...

Monday, November 28, 2022

#GivingTuesdayConsider whether a donor advised fund can help build a more generous world.November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two...

Tuesday, November 15, 2022

What does an entrepreneur need to create a dynamic company? The right mindset is a big part of it.As an entrepreneur, you devote half your time or more to the daily hustle, making things happen and accomplishing goals. The other half...

Wednesday, November 2, 2022

Understanding Your OptionsOver the next 50 years, the age 85 and older population is expected to be the fastest growing segment of society. Unfortunately, along with aging, the chances of needing long-term care (LTC) increase. The...

Wednesday, October 26, 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...

Wednesday, October 19, 2022

Finances are dicey for those simultaneously caring for their parents and kidsOver the last 20 years, the median-age for Americans (the median age is the point where exactly half the population is older and the other half is younger)...

Tuesday, October 4, 2022

If you've never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently...

Saturday, October 1, 2022

Many parents pay for college with a combination of savings, current income, and financial aid. By learning the basics of financial aid, you'll be able to understand how the aid process works and compare the aid awards your child...

Thursday, September 15, 2022

As your loved one ages, he or she may require medication for health conditions. He or she may also take over-the-counter pills, vitamins, herbs, and dietary supplements. While each medication may help manage symptoms, be sure that the...

Friday, September 9, 2022

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.What will I be entitled to?If you leave your job (voluntarily or involuntarily),...

Thursday, September 1, 2022

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance helps provide financial protection against the potentially high cost of long-term care. If you find...

Friday, August 26, 2022

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance....

Sunday, August 14, 2022

One of the hardest things to do, by far, is realizing when a want is not a need.Budgeting is a balancing act. The secret to sustaining yourself from day to day while also working towards financial goals is building a budget that...

Monday, August 1, 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...

Thursday, July 21, 2022

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Thursday, July 14, 2022

We take it for granted that technology brings people closer together and improves our access to essential products and services. If you can’t imagine life without your smartphone, it’s easy to forget that people who...

Thursday, July 7, 2022

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

Saturday, June 25, 2022

At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you...

Friday, June 10, 2022

As recent graduates enter the workforce, they may need to make some financial decisions to help them prepare for potential economic uncertainty such as inflation, rising real estate prices, and a volatile stock market. If planned...

Thursday, June 9, 2022

How long do you think you will live? How long does your money need to last? If you’re like most people, you get this age wrong.The consequence? Faulty retirement planning, overspending now, and running out of money before you...

Sunday, May 29, 2022

You may or may not have heard of the Remembrance Poppy—but you’ve probably seen it. These red-and-black poppies symbolize those who lost their lives in combat, and it was these same poppies that inspired a profound poem...

Thursday, May 26, 2022

With the average cost of tuition and fees at private colleges exceeding $43,750 in 2021-22—while out-of-state public college students are paying nearly $30,000 per year—saving for college might feel like a monumental task...

Saturday, May 14, 2022

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure. However, financial professionals may...

Friday, May 6, 2022

In late 2019, SECURE Act was passed as a way to help Americans save more for their retirement. In March 2022, the SECURE Act 2.0 has passed in the U.S. House of Representatives and aims to improve the goals of the original SECURE Act....

Thursday, April 28, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business success may

Sunday, April 24, 2022

Wednesday, April 20, 2022

Thursday, April 14, 2022

Sunday, April 10, 2022

Wednesday, April 6, 2022

Tuesday, March 22, 2022

Tuesday, March 15, 2022

Friday, March 11, 2022

Friday, March 4, 2022

Monday, February 28, 2022

Tuesday, February 22, 2022

Friday, February 11, 2022

Tuesday, February 8, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you?

Thursday, January 20, 2022

Wednesday, January 19, 2022