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Thursday, December 1, 2022

Saving for retirement can be difficult. You end up saving for decades, other expenses come up, you need to meet other savings goals, or you think that you’ll “get around to it.” It’s easy to put saving for...

Tuesday, November 1, 2022

Since 401(k)s are employer-sponsored retirement accounts, as you change jobs and companies you will start to accumulate multiple 401(k)s. You can choose to cash out your account, leave your account with your current employer, transfer...

Tuesday, September 27, 2022

As the year has progressed, the United States is still in an inflation crisis. This is not new; the U.S. economy routinely has its periods of inflation and deflation. Since the economy goes through these cycles, it’s important to...

Wednesday, August 31, 2022

Everyone needs to be prioritizing retirement planning throughout their adult life. However, retirement planning can look different for healthcare professionals. Healthcare professionals tend to work longer than most Americans and can...

Monday, July 18, 2022

Sometimes life happens and unexpected costs arise. Whether it’s an injury, illness, accident, lost job, or repair, emergencies can quickly ruin your financial security if you are not well prepared. If emergencies can’t be...

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Thursday, June 30, 2022

With the rising inflation rates, your cost of living has increased along with it. While one of the biggest costs of living expense adjustments you can make to improve your finances is moving to a less expensive area, that’s not...

Friday, May 27, 2022

If the Covid-19 pandemic and the current inflation crisis have shown us anything, it’s to be prepared for anything. These unexpected events have turned all financial rules of thumbs upside down. Throughout these events, you need...

Friday, April 29, 2022

Monday, April 11, 2022

Wednesday, February 23, 2022

Thursday, January 27, 2022

Wednesday, December 29, 2021

Wednesday, December 15, 2021

Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...

Tuesday, November 23, 2021

It can be difficult finding the balance between saving for retirement and your children's college education. You don’t want to stress about finances in retirement, but you also want to help your children throughout their higher...

Monday, October 25, 2021

Home buying can be stressful, especially as a first-time home buyer. With the current housing market in 2021, home buying can be a challenge. However, if you go into the home buy process prepared, you will be successful. See if...

Tuesday, September 28, 2021

Identity theft is when someone steals your personal information to commit fraud under your name. Someone who steals your information may apply for credit cards, apply for loans, and make large purchases. This can majorly hurt your...

Monday, August 30, 2021

While getting a new car can be exciting, the process of buying a new car can also be stressful. There are many steps in the car buying process, especially when it comes to the financial aspect. There are a few important things to know...

Monday, July 26, 2021

It is extremely important to start young with your retirement planning and IRAs are one of the best ways to start. IRA stands for Individual Retirement Account. IRAs are separate from employer sponsored retirement accounts. If you do...

Wednesday, July 7, 2021

After a long career in the medical field, it is difficult to transition to a life of relaxation. With all of the different regulations and legal aspects of a career in the medical field, retirement can end up being a bit tricky. There...

Wednesday, June 2, 2021

Retirement savings can be a bit tricky with all of the different types of accounts. A 403(b) plan is a defined contribution that allows participants to shelter money on a tax-deferred basis. Some 403(b) plans allow for Roth...

Thursday, April 29, 2021

A typical retirement savings account is a 401(k). Employers are most likely to use this traditional retirement savings account for their employees. There are other options including a 403(b) and a 457(b) that are less known to the...

Monday, March 29, 2021

A 529 plan is a way to develop savings to pay for education savings in a tax advantaged way. These plans are typically used for college savings but can also be used for Kindergarten through twelfth grade private school education. 529...

Friday, February 26, 2021

A pension plan is a retirement plan where an employer is required to make contributions to a fund set aside for an employee. The money in the fund is invested on the employee’s behalf. There are several different types of pension...

Friday, January 22, 2021

Even though we are still at the beginning of the year, tax season is quickly approaching! While it is best to file taxes as soon as you can, you still need to know the specific deadlines for filing your 2020 tax return. Due to the...

Monday, January 4, 2021

Does the thought of a new year give you some hope? 2020 was definitely a year for the books. Some may have experienced financial hardships causing them to worry about the new year. However, we have some great tips below for saving and...

Wednesday, November 25, 2020

It is crazy to think the end of the year is right around the corner! Can you believe that 2020 is coming to an end? It has been a different year, that’s for sure. There are numerous things you can do with your finances before the...

Monday, November 2, 2020

These days, it can be difficult to know where you stand in terms of your financial plan for the future. With the coronavirus pandemic and election throwing the markets for a loop, millions of Americans have been questioning exactly how...

Wednesday, October 7, 2020

When it comes to retirement, there are numerous challenges that women face. With the coronavirus pandemic at full force, the challenges have gotten even more strenuous. Financial security in retirement for women stems from lower pay...

Wednesday, August 26, 2020

When it comes to establishing a plan for your financial future, the process of determining your estate strategy can be quite overwhelming. However, it is extremely important to have a plan in place should anything happen that leaves...

Wednesday, July 29, 2020

When it comes down to home and auto insurance, you want to find the best deal. However, researching each and every insurance plan and bundle can be pretty time-consuming. Let’s go over some important aspects of home and auto...

Thursday, June 25, 2020

When it comes down to choosing nonprofits to donate to, there are numerous things to do beforehand to ensure you are donating effectively and confidently. While you will get an income tax deduction, you will need to verify that the...

Sunday, May 24, 2020

Right now, individuals all over the nation have a lot on their plate. It is imperative that workers need to prioritize their retirement plan, especially those working for a TRS covered employer and working on the frontline. In this...

Thursday, April 30, 2020

There are numerous types of retirement plans out there. Depending on your career, your retirement plan options may vary. While a 403(b) retirement plan, also called Tax Sheltered Annuity (TSA) Plan, is not as common as a 401(k)...

Tuesday, April 7, 2020

Typically, when people hear the word “budget,” they think of it negatively. The word “budget” is really just another way to say you are planning out your money. The concept of budgeting is not to take your...

Monday, February 4, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...