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Welcome! We think the world of finance should be easy to understand and apply to your life. Browse around; we have topics from budgeting, money mindset, how to's and checklists to wealth management, retirement readiness and travel tips! If you have a topic you'd like to read about, let us know!
Happy learning,
David & Gina
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What Is My Tax Bracket for the 2022 Tax Year?
Monday, December 13, 2021The seven 2021 tax rates themselves didn't change; however, the tax bracket ranges were modified based on inflation. Because of this, it's possible you could be in a different tax bracket for 2022 than the last time you reported your taxes
Read More2022 Contribution Limits
Wednesday, November 17, 2021Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the...
Read MoreAre You Eligible for Catch-Up Contributions?
Wednesday, November 10, 2021A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years, but 33% were not confident.1 That’s a third of the population that is unsure whether or...
Read MoreYour 2021 Guide to Year-End Charitable Giving 💝
Thursday, November 4, 2021It’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity....
Read More[Infographic] Buying a Vacation Home? 5 Questions to Consider First
Tuesday, October 5, 2021Read More
What Is the Rule of 72? An Introduction For Investors
Wednesday, September 22, 2021When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of...
Read MoreCelebrating National Small Business Week: What to Know About Investing in Small Businesses
Monday, September 13, 2021Starting Sept. 13, we’re celebrating National Small Business Week - specifically the “resilience and renewal” of those businesses who have conquered the challenges of this past year.1 Did you know that over 50% of...
Read MoreAre Higher Ed Expenses Tax Deductible? A Refresher for Parents
Wednesday, August 25, 2021Parents and grandparents of high school students have a wistful feeling about the child they’ve watched grow up, as well as a concern for what lies in their future. It’s only natural to want to help that future scholar...
Read MoreBack to School: Parents, 5 College Planning Mistakes to Avoid
Wednesday, August 4, 2021As a parent, you know that time with your kids can go by in the blink of an eye. So whether you are preparing to send your child to kindergarten or are dealing with teenagers, it’s never too early (or too late) to start planning...
Read MoreThe 2020 Tokyo Olympics: Financial Lessons We Can Learn From Athletes
Thursday, July 22, 2021For two weeks, all eyes will be on the 2020 Tokyo Olympics taking place July 23 through August 8. Over 11,000 athletes are slated to compete, even as the city faces a State of Emergency due to COVID-19. As we watch our favorite summer...
Read MoreThe Child Tax Credit 2021: What Changes Can Families Expect This Year?
Tuesday, July 13, 2021In March 2021, a year after the onset of COVID-19 in America, the $1.9 trillion American Rescue Plan was passed. In addition to stimulus payments, vaccination initiatives and financial relief for small businesses, this plan made some...
Read MoreTax Strategies for High Earners
Wednesday, July 7, 2021Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build...
Read MoreHappy Independence Day! 5 Ways to Find Your Financial Independence This Year
Wednesday, June 30, 2021The Fourth of July is an exciting holiday that marks the independence of our nation with the signing of the Declaration of Independence. As you celebrate with good food, fireworks and pool parties this year, consider this: 2021 could...
Read MoreGenerational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
Wednesday, June 16, 2021It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations...
Read MoreInternational vs. Global Funds: Investors Need to Know the Difference
Wednesday, June 9, 2021Diversification is a well-known strategy to help reduce the risk of investment. And with international stock markets accounting for about 44% of the world’s capitalization, a broad range of investment opportunities exist outside...
Read MoreCelebrities Earn Millions, But They Make Money Mistakes Too. 5 Takeaways From Their Financial Snafus
Wednesday, June 2, 2021Creating a plan for personal finances is essential, no matter how much money you make. This goes for celebrities as well, as a poor financial decision can lead to the same challenges as someone with a lesser income. Here is a list of...
Read More4 Ways to Teach Your Kids About Money
Friday, May 14, 2021Named the International Day of Families by the United Nations, May 15 is a day dedicated to communities around the globe and the families that make them special. In celebration of this year’s International Day of Families,...
Read More80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Now
Wednesday, May 12, 2021You work your entire life and save diligently in order to enjoy your retirement. It sounds simple enough, but the realities of preparing for retirement can be much more complicated and overwhelming for some people. In fact, a recent...
Read MoreBill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
Thursday, May 6, 2021After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates have announced on May 3 that they are divorcing. Bill Gates, the co-founder of Microsoft, is estimated to be worth around $130.5 billion...
Read MoreCould a Digital Detox Could Improve Your Finances? Here's 5 Tips to Help Reset Your Spending Habits
Tuesday, May 4, 2021Smartphone usage increased dramatically during pandemic. While they can provide endless entertainment, they can also be bad news for your budget. In fact, the combined global monthly amount that consumers spent on apps and games...
Read More6 Small Changes to Make a Big Impact on the Environment
Thursday, April 22, 2021Happy Earth Day 2021! 🌎 As of 2020, the world’s population sits at a staggering 7.8 billion people, and it’s growing every minute.1 That means that whether we’re aware of it or not, humans across the globe make a...
Read MoreCoinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky
Thursday, April 15, 2021Founded in 2012, Coinbase is a San Francisco-based central cryptocurrency exchange space. The company’s shares began trading on Wednesday, March 14 with a direct listing on NASDAQ. For many investors, this was an important event...
Read MoreYou're Biased Toward Your Own Money. Here's What We Can Do About It
Tuesday, April 13, 2021In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to...
Read MoreUnderstanding Inflation in 2021: What Investors Need to Know
Wednesday, April 7, 2021Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found...
Read MoreThe American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Thursday, March 11, 2021In one of his first major moves in office, President Biden has signed the American Rescue Plan Act - a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of...
Read MoreA Third Round of Stimulus Checks Are Coming for Americans: The Rundown
Thursday, March 11, 2021One year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third...
Read MoreIf You're in the Market For Some New Wheels, Is It Financially Better to Buy a New or Used Vehicle?
Monday, March 8, 2021When shopping for a new car, it can be hard to decide whether to buy brand new or save some money and get a used one. Neither option is entirely perfect, which is why we have gathered pros and cons to both new and used vehicles to aid...
Read More20 Myths About Working With a Financial Advisor
Wednesday, March 3, 2021Myths about working with a financial advisor abound, maybe you've even heard a few; "I don't need one," "they're for the mega wealthy," "there are lots of hidden fees." The truth is that financial education around saving and investing...
Read MoreA Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
Tuesday, March 2, 2021Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade.1 Called the Ultra-Millionaire Tax, this new proposed legislation comes in direct response to the economic...
Read MoreScammers Are Getting Smarter in 2021: 5 Ways to Spot Them Online, Over the Phone and In Person
Tuesday, February 23, 2021Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people on the other line.1 Scamming has been exacerbated even further by...
Read MoreHigh-Income Earners: Your Guide to Overcoming Some Surprising Roadblocks
Friday, February 19, 2021You know preparing and saving early is key to reaching your retirement goals - but as someone who makes six figures or more, you may have encountered some roadblocks. High-income earners face several financial hurdles when it comes to...
Read MoreTax Planning Tips For Investors: 5 Things to Keep in Mind for the 2021 Tax Season
Tuesday, February 16, 2021This tax season may be a bit different for many Americans, due to economic uncertainty and changes amidst the COVID-19 pandemic. Giving your tax return a bit of extra attention and effort could help avoid problems or identify...
Read MoreFeb. 12 Marks the Start of Tax Season. Here Are 8 Steps to Take Before You File
Friday, February 12, 2021Rushing to file your tax return before the deadline may mean making mistakes that could have been avoided. Here are eight steps designed to help tax filers save money and avoid surprises when filing this year. Step #1: Figure Out Your...
Read MoreYou Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement?
Tuesday, February 9, 2021For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years. Saving money is important, and people at every income level vary in their ability to be frugal. You may have...
Read MoreA Shift in Government Could Mean Big News for Environmentally-Focused Investors. Here's What We Mean
Tuesday, February 2, 2021While President Biden has a packed agenda between combatting COVID-19, a slow-started vaccine rollout and economic instability, he has promised that from day one, he will “use the full authority of the executive branch to make...
Read More#SilverSqueeze: What’s Happening With Silver in the Market?
Tuesday, February 2, 2021During the last week of January, investors on social media platform Reddit appeared to have created a short sale opportunity with GameStop, AMC and other shorted stocks. Now, it appears that something similar may be happening to...
Read MoreGameStop, AMC & Blackberry: Here's a Reminder About the Importance of a Diversified Portfolio
Friday, January 29, 2021By now you've likely heard the news that stocks in some unlikely companies - GameStop, AMC, Blackberry - have suddenly soared. In fact, the New York Times claims amateur investors are "Beating Wall Street at Its Own Game" with shares...
Read More[Infographic] Thinking of Refinancing Your Mortgage? Don't Forget These 6 Common Costs
Thursday, January 28, 2021Read More
Biden Has Signed an Executive Order Regarding Student Loan Debt: Here’s What We Know
Friday, January 22, 2021Student loan debt reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United States.1 Amidst the COVID-19 pandemic, many Americans have experienced financial instability. This means...
Read More10 Hidden Costs of Buying a Home
Thursday, January 21, 2021Buying a house is exciting - and stressful. When it comes to purchasing your new home, it’s important to be realistic about what you can expect to pay. Beyond mortgage and insurance, there are additional costs all new homeowners...
Read MoreCapital Gains & Your Taxes: A Brief Guide
Tuesday, January 19, 2021Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are calculated by subtracting the cost of the...
Read MoreDoes Impeachment Impact the Markets? A Quick Historical Look At Past Proceedings
Friday, January 15, 2021On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives - a first for our nation. Trump was impeached for his part in inciting violence against the United States government.1 This move comes...
Read MoreGuess What Your Enneagram Type Says About Your Spending Habits
Thursday, January 14, 2021Your view on money is shaped by many things - how frugal your parents were growing up, how your partner spends money today, your income level and your overall financial literacy. But one factor you may not have considered before is...
Read MoreWhat Financial Challenges Could High Earners Face During the Biden Administration?
Tuesday, January 12, 2021With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering - how will...
Read More[Infographic] 6 Major Changes to the Paycheck Protection Program for 2021
Monday, January 11, 2021Read More
[Infographic] Make 2021 Less Stressful With These 7 Financial Moves
Wednesday, January 6, 2021Read More
Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021
Monday, January 4, 2021When 2020 started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic or the residual economic hardships that followed. But with the first year of the new decade officially behind us, how can you better...
Read MoreRing in the New Year With These 3 Budgeting Resolutions
Wednesday, December 30, 2020It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you take...
Read MoreEvery Homeowner Should Know the Difference Between a Home Warranty and Homeowners Insurance
Monday, December 14, 2020There are countless details and paperwork involved when buying a home. Organizing everything from start to finish requires considerable time and energy. One of the most important details to address is understanding the differences...
Read MoreSRI vs. ESG vs. Impact Investments: The Basics You Need to Know
Wednesday, December 9, 20202020 has been a year of stress and uncertainty - but it’s also been a year that’s brought to light issues of social justice, climate change and social responsibility. As consumers, we’ve grown more conscious about...
Read MoreProtecting Your Parents: Identifying and Preventing Elder Financial Abuse in 2021
Tuesday, December 8, 2020Nobody likes to think of their parents getting older and needing assistance, but it’s a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial...
Read MoreIf Santa Fell Off the Roof, Would Your Insurance Cover It?
Friday, December 4, 2020The season isn’t complete until you’ve watched your favorite holiday movie, right? And with the world continuing to social distance, it’s likely you’ll have some extra time on your hands this month to relax,...
Read MoreDonating to Your Favorite Charity This Holiday Season? Keep This CARES Act Tax Benefit in Mind
Tuesday, December 1, 2020As Americans, we love giving back. In 2017 alone, we shelled out $410.02 billion in charitable donations - accounting for 2.1 percent of the GDP.1 With the 2020 holiday season officially upon us, it’s no surprise that our giving...
Read MoreWisconsinites: As Biden Secures the Presidency, What Could That Mean For Your Future Estate Taxes?
Tuesday, November 24, 2020Joseph R. Biden, Jr. will unseat current President Donald J. Trump in January, making him the 46th President of the United States. With a record-breaking voter turnout and a stressful week awaiting election results, most Americans are...
Read More9 COVID Friendly Ways to Teach Kids About Giving During the Holidays (While Doing Something Together
Thursday, November 19, 2020The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that "giving" goes beyond buying presents for loved ones and really means helping those in need can be an especially eye-opening...
Read MoreThe Surprising Student Debt Problem of High Earning Millennials
Saturday, November 14, 2020Sixty-five percent of college seniors graduating from private or public college have accumulated student loan debt. Of that group, the debt averages out to around $29,200 per person.1 And while student loan debt is a burden to any...
Read More5 Holiday Expenses You Can Kiss Goodbye Due to COVID-19
Thursday, November 12, 2020It’s already November, and that means that the holiday season is officially upon us. Right about now we’re usually gearing up to gather with loved ones, shop for gifts and travel to see family - making it a cheerful, but...
Read More[Infographic] Biden Has Won the Presidential Election: Changes You Could See Coming
Tuesday, November 10, 2020Read More
Stock Splits Have Made Headlines This Year, But What Exactly Are They?
Thursday, November 5, 2020It seems that the second half of 2020 has been a popular time for large corporations to announce stock splits - including companies like Apple, Tesla and McCormick. This can be great news for eager investors looking to add these...
Read More2021 Limits for IRAs, 401(k)s and More
Monday, November 2, 2020On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)sThe salary...
Read MoreOpen Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan
Friday, October 23, 2020Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change or add coverage, this...
Read More8 Good Things to Come From the COVID-19 Pandemic
Tuesday, October 20, 2020So far, the year 2020 has been difficult for people around the world. Millions have been sickened by the COVID-19 virus, laid off from work and are feeling financially and mentally strained. It's been hard to find good news out there,...
Read MoreThe Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021.
Wednesday, October 14, 2020On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. The Good? Benefits...
Read MoreCoronavirus & Beyond: 5 Financial Benefits of Working From Home
Thursday, September 24, 2020With companies opting to conduct business remotely in light of COVID-19, it turns out that remote work has its advantages. More than half of employees would prefer to continue working remotely, even after the pandemic is over.1 Yet,...
Read MoreYou May Need to Tap Into Your Home’s Equity Some Day. These 2 Things Can Help Boost It Now
Wednesday, September 16, 2020One of the biggest advantages of owning your own home (instead of renting) is the ability to build equity with it. From the initial down payment to your monthly mortgage checks, every dollar you put toward paying off your home is...
Read MoreYou’ll Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
Friday, September 11, 2020The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+).1 As Americans pay more for medical care, they often seek ways to save for emergencies. Health...
Read MoreAs the Coronavirus Continues, Avoid These 5 Retirement Mistakes
Wednesday, September 9, 2020The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus...
Read MoreYou've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress
Friday, September 4, 2020Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact...
Read MoreConfusion Amidst Covid-19: Understanding the Difference Between the Stock Market & the Economy
Wednesday, September 2, 2020Read More
Achieving Peak Performance: Financial Lessons We Can Learn From Athletes
Wednesday, August 5, 2020Athletes are often treated like superheroes. For good reason, too - they undergo rigorous training, develop astounding mental strength and achieve what we call mental and physical peak performance. Studies even show that...
Read MoreGetting Married? 5 Financial Considerations to Discuss With Your Partner First
Thursday, July 30, 2020Between popping the question and saying “I do,” you and your partner have plenty to plan. And while it’s not as fun as cake tasting, you’ll want to sit down together and discuss the expectations you have about...
Read MoreShould You Take Social Security Early in Light of a COVID-19 Related Layoff?
Monday, July 27, 2020Just entering the workforce or winding down toward retirement - it doesn’t matter where you are in your career, it’s likely COVID-19 has made its mark on your professional and financial life. But for those between the ages...
Read MoreWhat Is a Robo-Advisor? 6 Of Your Top Questions Answered
Saturday, July 25, 2020If you’ve considered buckling down and getting serious about your portfolio, it’s likely you’ve come across the term “robo-advisor” before. What is a robo-advisor exactly, and how do you know if one is...
Read MoreOutdoor Lovers: 5 National Parks to Visit This Summer
Wednesday, July 15, 2020As many parts of the country starts to open back up, tourist hotspots cautiously follow — and after months of mitigation efforts, many Americans are itching for a vacation. Experts agree that outdoor activities carry...
Read More6 Money Lessons We All Wish We Learned in High School
Tuesday, July 14, 2020Growing up, it’s not common that we’re taught practical financial lessons in school. While geometry is usually on the curriculum, everyday skills like budgeting typically aren’t. As we reflect on what we wish we knew...
Read MoreCreative Ways to Earn Passive Income in Retirement
Tuesday, June 30, 2020Passive income is money earned in a way that doesn’t require much active effort, traditionally through investments or stake in a business. Active income, on the other hand, requires trading your time and participation or service...
Read MoreRegret Your Most Recent Purchase? A Guide to Understanding & Avoiding Buyer's Remorse
Wednesday, June 24, 2020According to a recent study conducted in the United Kingdom, 82 percent of people reported feeling regret or guilt over a past purchase. The most prevalent categories of regrettable purchases included takeout food, clothing and shoes...
Read MoreInvestments Keeping You Up at Night? How to Manage Stress During Market Volatility
Monday, June 15, 2020Living through COVID-19 is stressful enough. Feeling hopeless about an unpredictable stock market certainly isn’t any help. If you’re one of many worrying about their investments, these are some dependable ways to reduce...
Read More2020 Tax Code Changes: Everything You Need to Know
Thursday, June 11, 2020Tax season is officially in full swing and while you’re probably focused on filing your 2019 tax return by the recently extended deadline of July 15, 2020, it’s never too early to begin preparing for next year.1 There are...
Read MoreYour Employer Suspended Its 401(k) Matching During COVID-19. Now What?
Tuesday, June 9, 2020According to a recent survey by the Plan Sponsor Council of America, 16.1 percent of organizations have suspended matching employer contributions due to financial hardships caused by COVID-19. Worse yet, 1.3 percent of businesses have...
Read More4 Areas of Your Estate Plan to Review in Light of COVID-19
Wednesday, May 27, 2020Although COVID-19 related restrictions are beginning to ease, many people continue to help slow the spread by staying home and self-isolating. There are still unknowns related to the pandemic and how it will play out, undoubtedly...
Read More4 Things That Will Be More or Less Expensive After Coronavirus
Saturday, May 23, 2020COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders,...
Read MoreTop Cyber Security Tips to Utilize While Working From Home
Wednesday, May 20, 2020As millions around the globe continue to work from home, it’s important to remain vigilant when it comes to staying safe online. Here are eight cybersecurity tips that you can start utilizing today. Tip #1: Encrypt Sensitive...
Read MoreWhat Is Workplace Burnout and How to Prevent it: A Guide
Tuesday, May 12, 2020Jessica Pryce-Jones, author of the popular book, “Happiness at Work,” says we’ll spend close to 100,000 hours working in our lifetime.1 It’s no wonder that even those who enjoy their job can feel the effects of...
Read MoreCoronavirus and Student Loan Debt: What You Need to Know
Monday, May 11, 2020Student loan reached $1.48 trillion in America by the end of 2019, with approximately 45 million borrowers across the United States.1 Amidst the COVID-19 pandemic, many Americans have experienced financial instability. This means that...
Read MoreEasy Ways to Save on Utility Bills During Social Distancing
Tuesday, May 5, 2020With millions of Americans jobless or furloughed during the COVID-19 pandemic, many are experiencing a time of heightened financial distress. And in an effort to “flatten the curve” while the virus spreads around the globe...
Read MoreYou've Received Your COVID-19 Stimulus Check. Here Are 6 Things to Do With It
Saturday, May 2, 2020The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was passed at the end of March 2020 to assist families, individuals, small business owners and medical facilities across America amidst the COVID-19 pandemic.1 As...
Read More[Infographic] True Cost of Being a Pet Owner
Thursday, April 30, 2020While you can’t put a price tag on our four (or two) legged friends it’s important to map out the long-term financial commitment to maintain a purrfect budget!
Read MoreWorking Remotely? 7 Tips For Making Your Life Easier
Thursday, April 23, 2020It can take some time for employees to adjust to working from home full-time. Luckily, there are ways to make remote work easier on yourself, your employer and your coworkers. Below we’re offering seven useful tips you can use...
Read More5 New Hobbies You Can Try While Staying Home
Tuesday, April 21, 2020As we become more and more accustomed to social distancing, there are simple luxuries we all miss - going out to eat, hitting the gym, hanging out with friends, etc. If you’re like many people staying home, you might find...
Read MoreCoronavirus: What to Know About Postponing Your Wedding
Saturday, April 18, 2020Your big day was supposed to be soon, but never did you think a pandemic would get in the way. Don’t worry, you’re not alone. More than half of this year’s soon-to-be newlyweds are postponing their weddings until...
Read MoreThese 6 Small Changes Can Make a Big Impact on the Environment
Thursday, April 16, 2020As of 2020, the world’s population sits at a staggering 7.8 billion people, and it’s growing every minute.1 That means that whether we’re aware of it or not, humans across the globe make a significant impact on the...
Read MoreStaying Strong: 8 Ways to Manage Your Mental Health During a Quarantine
Tuesday, April 14, 2020Amidst the global COVID-19 pandemic, there’s no doubt about it - these are trying times for everyone physically, mentally and emotionally. Even if you aren't a healthcare professional or other essential worker on the front lines...
Read More5 Things Credit Card Companies Don't Want You to Know
Monday, April 6, 2020Sometimes when it comes to credit card companies, if you don’t ask, they simply won’t tell. At the end of the day, card companies are like any other business, meaning they need a profit to survive. The Bureau of Consumer...
Read More[Infographic] Staying Inside? 6 Financial Tasks You Can (Finally) Accomplish at Home
Wednesday, April 1, 2020Read More
Can Gig Workers Make It Work During a Market Downturn?
Monday, March 30, 2020As technology advances and individuals seek more flexible work situations, the gig economy remains active. In 2019, 57 million Americans freelanced, representing 35 percent of the U.S. workforce.1 However, with a wavering economy as a...
Read MoreThinking of Investing During the Market Downturn? Make These 5 Considerations First
Wednesday, March 25, 2020With the onset of COVID-19 in America, investors saw the 11-year run of our bull market come to an end on March 11, 2020. As we entered a bear market, the Dow Jones Industrial Average experienced a more than 20 percent drop in March...
Read MoreHow to Handle Financial Stress [4 Tips]
Monday, March 23, 2020Beyond times like these last few weeks (March 2020), the stress of finances affects many people and can cause not only poor health but also family complications. Learning to control financial stress is vital to your health as well as...
Read MoreHow to Support Local Businesses During a Pandemic
Sunday, March 22, 2020Social distancing is the main strategy being used across America to help prevent the virus from spreading. Events have been canceled, gatherings of large groups of people are prohibited, schools have temporarily closed or moved online...
Read MoreA Guide to the Recently Passed Paid Leave Benefits Amidst Global Pandemic
Friday, March 20, 2020To help prevent further spread of COVID-19, there’s a consensus that Americans need to stay home and adhere to social distancing practices. This is especially recommended if one feels sick or has a suspected or confirmed case of...
Read MoreStaying the Course – Coronavirus and Stock Market Volatility
Monday, March 9, 2020According to the CDC,1 the recent coronavirus (COVID-19) outbreak has claimed 10 lives and impacted nearly 100 people in the U.S. as of March 6th, 2020 and it has also injected a sense of uncertainty into the markets. If you’re...
Read MoreHow March Madness Is Like Investing
Friday, March 6, 2020March Madness is nearly upon us and as many of us know, this season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and...
Read MoreHow to Get the Most Money Back on Your Tax Return
Tuesday, March 3, 2020Between gathering the necessary paperwork and working through complicated scenarios, tax season can be a stressful time. You’ve worked hard throughout the year, and you want to be sure you’re taking the right measures to...
Read MoreAre Your Finances Impacting Your Health?
Friday, February 28, 2020Health care costs have been rising for years. The issue is one that concerns most people and is one of the most influential when it comes to voters making political decisions. We’re concerned about how much it costs to be...
Read MoreHow to Talk to Your Kids About Money
Wednesday, February 26, 2020Opening up and starting conversations about how to handle money and finances with your kids may seem overwhelming, but it doesn’t have to be. As a parent, it is your role to serve as a positive influence in their lives to get...
Read MoreHow to Score the Best Deals When Online Shopping
Tuesday, February 25, 2020Shopping and scoring great deals can be an amazing feeling. However, online shopping can be dangerous for your financial plan and your wallet if you aren’t cautious. If you prefer to shop online in the comfort of your own home,...
Read MoreCan Meal Delivery Services Fit Into Your Budget?
Wednesday, February 19, 2020So, you want your family to start eating healthier, but you’re not a huge fan of cooking? Or maybe cooking a full meal after a long day of work, errands and school activities is the absolute last thing that you want to do....
Read MoreAre You a Financial Procrastinator? + 5 Ways to Overcome it
Tuesday, February 18, 2020Procrastination is a real thing that can trickle into other areas of your life. Financial procrastination is one of those areas. What is Financial Procrastination? Financial procrastination is when you have financial obligations and...
Read MoreHow to Keep Your Passwords Safe Online + 4 Free Tools
Friday, February 14, 2020How many times have you gotten a reminder to update your password before it expires? Or to make sure your password contains a capital letter, number and symbol? It might seem feel like an annoyance at the time, but these are just some...
Read MoreFinances: The No. 1 Reason Americans are More Anxious Than Ever Before (+ How to Manage it)
Wednesday, February 12, 2020As we get older, more and more expenses end up on our plate. From mortgages to car repairs, it can feel like there are endless bills to pay. And as we all know, with more bills, comes more pressure, anxiety and stress. In fact, the...
Read MoreStrategies for Living on a Single Income
Tuesday, February 11, 2020Life can be expensive. This is just a simple fact when you add up all your monthly expenses versus your income. Your biggest expenses are obviously going to be your rent or mortgage, car payment, insurance, utilities, and grocery...
Read MoreThe Best Morning Routines for Success According to 4 Entrepreneurs
Friday, February 7, 2020If you’re looking for fresh and revitalizing ways to start your day, look no further. Having a steady morning routine in place will help you be productive and make the most of your entire day. In this article, you'll learn how...
Read MoreYou've Inherited an IRA. Now What?
Wednesday, February 5, 2020If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what happens now? Governing bodies like the IRS and recent legislation such as the...
Read MorePersonal Finance Tips to Help Change Your Money Mindset
Tuesday, February 4, 2020There is no denying that money is an integral part of everyday life. You need it to pay bills, acquire possessions, get food, and save for the future. While it holds a certain importance in life, being prudent with money is also key....
Read MoreWhat is FIRE Retirement and Should You Consider It?
Wednesday, January 29, 2020If the idea of retiring in your early 50s’, 40’s, 30’s or even late 20’s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have both the discipline and cash...
Read More6 Habits of Highly Successful Credit Card Holders
Tuesday, January 28, 2020There’s no doubt that adopting bad credit habits can plunge you into a cycle of constant stress and financial problems. Luckily, it’s never too late to correct course and whip your credit back into shape. Consider adopting...
Read MoreHow to Honeymoon Frugally, Not in Debt
Friday, January 24, 2020Your honeymoon is probably one of the most significant and most extravagant trips that you will take in your life. It is your first chance to get away as a newly married couple! While it is essential to make sure that your honeymoon...
Read More7 Steps to Set and Follow a Wedding Budget
Wednesday, January 22, 2020So how can you stay on track with your wedding budget and still have a day you'll never forget?...
Read MoreWhy so Many People Make but Don't Keep Their Fitness and Finance Resolutions & How to Keep Yours
Tuesday, January 21, 2020A new decade has finally arrived and everyone will be making their resolutions and claiming that they will never break them. In reality, many people break their resolutions, but why is that? One of the biggest reasons we don’t...
Read MoreHow Age Impacts Your Investment Decisions
Friday, January 17, 2020Just as you yourself evolve throughout your career and into retirement, your investment decisions should as well. If you’re taking the same risky investment approach at age 50 as you did at 25, it’s time to pump the breaks...
Read More4 Easy Tricks to Avoid Getting Emotional About Your Investments
Wednesday, January 15, 2020Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news about a company you’ve invested in, your first instinct may likely be to sell your...
Read MoreAre Your Financial Resolutions In Sync With These Top 5 for 2020?
Tuesday, January 14, 2020New year, new you? A great place to start is by looking at your financial resolutions. What do you want to change about your spending and saving habits? Let’s see if your resolutions are in sync with these top five for 2020....
Read More8 Ways Highly Successful People Set And Achieve Goals
Friday, January 10, 2020When you see successful people who have done well for themselves and achieved a great deal, you may wonder just exactly how they did it. Here are eight tips we can glean from some of the world’s most successful people. 1....
Read MoreHow to Trick Yourself Into Saving Money
Tuesday, January 7, 2020The stats don’t lie - Americans have trouble saving. The federal reserve’s 2017 Economic Well-Being of American Households report shed some eyeopening light on our current state. Approximately 40 percent of Americans would...
Read More6 Step Guidebook to Setting Achievable Financial Goals
Friday, December 20, 2019We won’t sugar coat it — achieving your financial goals isn’t always easy. But if you don’t create a plan based on your goals, you’re only making it harder on yourself. In fact, American’s with a...
Read MoreGlossary of Financial Terms: 15 Must-Know Definitions
Tuesday, December 17, 2019In a recently conducted survey, only 37 percent of participants were considered to have a passable level of financial literacy.1 The number sounds low, but it’s not hard to see why more than 60 percent of participants had...
Read MoreWhat is Lifestyle Creep + 4 Ways to Avoid it
Tuesday, December 10, 2019Lifestyle creep is something that’s simple to define, easy to see, yet hard to avoid. Especially prevalent amongst young professionals, lifestyle creep is a hurdle many face in saving for their short- and long-term goals, like...
Read MoreCommon Financial Scams that Target Retirees and How to Spot Them
Thursday, December 5, 2019Unfortunately, with the rise of technology there have been more and more accounts of retirees being targeted for financial scams to rob them of their wealth or identities. Because scammers have gained an understanding of how to trick...
Read More10 Tips to Save Money on Holiday Gifts
Tuesday, December 3, 2019One of the most popular traditions of the holidays is giving and receiving presents. For most people, the joy of giving gifts to loved ones is tempered by the thoughts of having to pay off a huge January credit card bill. But you...
Read More7 Money Saving Holiday Travel Tips
Tuesday, November 26, 2019Are you planning to go on a trip over the holidays? Whether you are finally taking your dream vacation overseas, or just visiting relatives for the weekend, traveling during the holiday season can get expensive. But as long as you...
Read More6 Financial To-Do's for New Parents
Thursday, November 21, 2019Having a new baby is a much-anticipated event. While growing a larger family brings added joy and love to your household, it can also wreak havoc on your finances if you don't properly plan. Being prepared financially can go along way...
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