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Social Wellness: What is It and Why is it Important?
Social wellness refers to the relationships you have and how you interact with others. It involves building and maintaining positive, supportive relationships and fostering meaningful connections.If you prioritize becoming socially...
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5 Financial Facts About the Sandwich Generation
The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial...
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Invest in Your Financial Education During Financial Literacy Month
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Tax Prep Checklist: Everything You Need to Be Ready for Tax Season
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New Year, New Goals: Your Countdown to Financial Health
For 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 take to get the most bang for your...
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A Season of Giving: 5 Different Ways To Give During the Holidays
With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...
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Can You Spot the Scam? Common Financial Fraud Warning Signs
Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today's scammers are clever at...
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Your 2021 Year-End Planning Checklist
It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...
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Financial Planning at Every Age
In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....
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Everything You Need to Know about the FAFSA for 2021
One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal...
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Celebrate Hispanic Heritage Month
It’s time to celebrate Hispanic independence and heritage this September and October. From science, music, sports, journalism, and so much more–the vast and diverse culture has continuously made huge impacts in the United...
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The Advantages & Disadvantages of 401(k) Loans
Sometimes a 401(k) loan makes sense, but there are a lot of considerations Tapping your tax-advantaged retirement savings seems like a desperate financial move (because it is), yet also a sound one in specific circumstances. Best know...
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Optimizing the Home for Virtual Classrooms
For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...
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Taxpayer Appreciation Day—Recognizing Taxpayers' Contributions
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...
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Top Factors That Can Affect Your Insurance Rates
Between health, life, auto, disability, and homeowner/renter insurance, paying to insure your belongings--and yourself--can be a significant portion of your monthly budget. However, some of the factors that impact insurance rates are...
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America’s Favorite Pastime Through the Years
Baseball has been America’s favorite game for well over two hundred years now, but how did our obsession begin, and where? 1800s The foundations of baseball in America are credited to Abner Doubleday in 1839, but the formation of...
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Happy Graduation! Time to Repay Your College Loans
Graduation from college is an exciting time for many and signals the start of student loan repayment. If you are a recent graduate, you may have a co-signer on your student loan. If you are a parent or family member that is a co-signer...
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529 Savings Plans: For Education Expenses and Estate Planning?
A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...
Read MoreHow to Stay Committed to Your Financial Goals
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...
Read More5 Investment Considerations for Small Business Owners
If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....
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Retirement Planning: To Roth or Not to Roth?
When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...
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Key Considerations as You Start Receiving Social Security Benefits
As your retirement draws closer, you will probably start to have lots of questions such as:How much Social Security will I receive?When should I retire?How will I know when to retire?Do I have enough saved?What will I need to do to...
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