Tuesday, November 28, 2023

It can be easy to lose focus on your own health needs, especially if you have other obligations. This can be an expensive mistake for several reasons. Consider these ways putting your health first can help you both physically and financiall

Monday, November 20, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. Here is a 401(k) end-of-the-year checklist you may find beneficial in keeping up with your retirement strategy.

Monday, November 13, 2023

Health insurance plays a pivotal role in safeguarding our well-being and providing financial support in times of need. Here’s a closer look at some of the most common services and procedures that may or may not be covered by your provider.

Tuesday, November 7, 2023

Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

Monday, October 30, 2023

Managing money may seem stressful at times. Unexpected expenses, changes in employment, and changes in family or lifestyle may all lead to money issues. Making sure you have money saved up for the unexpected is crucial. Here are some...

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Monday, October 23, 2023

In 1989, Stephen Covey, an American author, educator, and businessman, published his groundbreaking self-help book, 7 Habits of Highly Effective People. Regardless of income level, age, or career, anyone can learn and practice the...

Monday, October 16, 2023

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money...

Monday, October 9, 2023

Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how...

Monday, October 2, 2023

You 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 financial condition and...

Monday, September 25, 2023

Being financially prepared for life's challenges may smooth the road ahead. Whether you're just starting or have been working on your financial health, there are a few key steps you may take now to help construct your financial safety net.

Monday, September 18, 2023

There are tax credits students, and their parents, may qualify for. Many tax credits come with rules, so you must work with your tax and financial professional to determine which applies to your situation.

Monday, September 11, 2023

Determining the appropriate amount of life insurance coverage for your family can be complicated. A needs analysis incorporates an evaluation of your family's most important obligations and goals.

Monday, September 4, 2023

September is self-improvement month and a great time to work on your financial health. Here are a few simple tips that may help improve your personal finances so that you may move on to other important areas of self-improvement.

Monday, August 28, 2023

What is debt management? As a modern consumer, you need credit. When you were growing up, you may have heard your parents or grandparents say, "If you can't pay for it with cash, then you can't afford to buy it." That may have been...

Tuesday, August 22, 2023

Even before your children can count, they already know something about money: it's what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children...

Monday, August 14, 2023

There are two things Americans have always looked forward to: going to the ballpark for the big game and retiring after a fulfilling career. Interestingly, baseball and retirement planning have several aspects in common.

Monday, August 7, 2023

Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial...

Tuesday, August 1, 2023

Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement...