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Navigating Your 401(k) After Leaving Your Job: What Are Your Options?
Leaving a job can be both exciting and daunting, but amidst the whirlwind of change, it's essential not to overlook one critical aspect of your financial future: your 401(k) plan. As you transition to a new chapter in your career, it's...
Read MoreCare for a COLA with Your Social Security?
As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....
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Ways to Protect Yourself from Identity Theft While Traveling
It’s so important to protect yourself and your family from identity theft before, during, and after your trip. Here are some pointers for keeping your personal information safe from fraudulent activity:Book with credible...
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How Much Will College Cost?
The first step in creating a plan to pay for a child’s college education is to determine what that education is likely to cost.College is already expensive, and it’s been well publicized that college costs increase at...
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How Much Money Will You Need for Retirement?
"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years.So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...
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"Managing debt in your 40s" basics
There are certain financial areas in your 40s that can help set the groundwork for a successful financial future.Your financial tip for today: Cut your debtIf you have credit cards, student loans, or medical bills, create a plan...
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Tips for Smarter Spending
Ever find yourself watching shows like Downton Abbey or Million Dollar Decorators and feeling like you should be living large, too? It’s okay to like expensive things (we all do it); inexpensive yet chic living takes a...
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"How do I protect my good credit?"
When was the last time you checked your credit score? If it’s been more than a year, you may want to make a quick note to yourself to check it soon.What Impacts Your Credit Score?Over time, your credit score changes—for...
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Can College Saving Backfire?
College savers often wonder whether saving too much can hurt their kids’ chances of receiving financial aid. It’s a complicated topic, and the answer will vary from family to family. In general, saving a significant amount...
Read MoreSeptember is Life Insurance Awareness Month
Life insurance is often overlooked until a significant life event or change happens. Regardless, it can be managed with the proper conversations ahead of time.September is identified as Life Insurance Awareness Month (LIAM) to help...
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Easing into Retirement
There’s good news for the growing number of Americans approaching retirement age who are ready to scale back, but aren’t ready to completely stop working: Work-from-home jobs give you more options than ever before, whether...
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Accessing Your Emergency Savings
By nature, emergencies are unpredictable. That’s why it’s so important for your emergency savings to be readily accessible when you need fast access to cash. Yet, many people “lock up” cash and short-term...
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You Can Avoid Higher Medicare Premiums
Whether you’re receiving Medicare benefits now, or will begin soon, it’s important to understand how income-based premiums are calculated for Medicare Parts B and D. Your premium is determined by your modified...
Read MoreMaking Smart Rollover Decisions
Rolling over the assets in your workplace retirement plan to an IRA can be a great move. IRAs typically offer more investment choices while allowing you to continue accumulating earnings on a tax-deferred basis.However, making a...
Read MoreThe Consumer Will Decide the Shape of the Economic Recovery
We hope you are enjoying the summer and staying healthy in these trying times. Now that we are officially in a recession, we are looking for clues on how long we will stay in it and what the recovery will look like. The good news is...
Read MoreFour Budget Myths Debunked
The new year is a great time to reassess saving and spending habits and establish new goals. Developing a budget can help you succeed. You may already have one, but are you taking full advantage of it? Chances are it may need a little...
Read MoreDo you check any of these boxes?
Chances are you or someone in your circle has faced a life-changing event as a result of the COVID-19 pandemic. Many are reaching out for financial guidance. Do you have any financial questions or concerns to address at this time? The...
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