Planning

5 tips to maximize your emergency savings

Experts often suggest to have six months worth of expenses readily accessible to cover unforeseen costs. Consider maximizing your emergency savings with these five tips.
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How to ‘save like a girl’ and close the retirement savings gap

Olympic Gold Medalist, Mia Hamm once said: “my coach said I run like a girl. I said if he ran a little faster, he could too.” With that simple statement, she redefined the word “girl” to mean something more encouraging and inspiring than its historical connotation.
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2019 HSA changes: make the most of health savings accounts

Health savings accounts offer taxpayers one of the most favorable ways to save money. With contributions that are tax-deductible and distributions that are tax-free as long as they're used for qualifying medical expenses, HSAs offer a double benefit that you won't find with IRAs, 401(k)s, or most other types of tax-favored accounts.
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Setting yourself up for saving success in 2019

January is a good time to kick start some habits that will up your money game and help you reach your goals, whether you want to build an emergency fund or save for the next big vacation. Try these strategies to set yourself up for success.
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Why you should pay off these 3 debts before you retire

Retirement should be a time to kick back and relax, whether that means traveling the world or staying at home to play with the grandkids. Unfortunately, far too many seniors are spending their golden years worried about their finances-- and debt is a big reason why.
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A retirement checklist: 8 steps to take now

The following steps can help you understand what you should consider as you plan for retirement.
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Inherited an IRA? Understand your distribution options

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.
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IRS announces new bigger retirement plan contribution limits for 2019

Great news for all you retirement savers out there, the IRS says you will be able to contribute more to your retirement accounts in 2019. These changes to individual retirement accounts like 401(k) plans, Traditional IRAs and even Roth IRA are part of the annual inflation adjustments made by the IRS. Larger retirement contribution can mean lower tax bill. Not to mention more income in retirement.
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Explore the value of continual payout options when planning for lifetime income in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Reasons to save in a 401k or similar employer-sponsored plan

Investing in your employer sponsored retirement plan may provide an opportunity for savings.
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Compare your distribution options in retirement

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Transforming your retirement assets into income

You have the potential to make retirement the next exciting chapter in your life. Are you ready?
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Back-to-college shopping will be a bit more "old school" this year

Last summer, parents of college students said they planned to spend just 48% of their back-to-school shopping budgets in brick-and-mortar stores, according to Deloitte's annual Back-to-College survey.
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The 5 best states for retirement in 2018

Several factors that make a state a good place for retirees.
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Baby on way? The 8 financial steps you should take to prepare

As you prepare to welcome a baby into the world, the excitement and anticipation of meeting your child for the first time can be overwhelming.
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7 simple tips for moving on a budget

Moving ranks number three in life stressors, right up there after death and divorce.
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5 steps to help single parents stay on track financially

Saving money is a big goal for all of us. So in a single-parent family, when one parent bears the responsibility of raising kids and making financial ends meet, saving for something like your own retirement might be further down the priority list compared to your other financial goals.
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Don’t let financial support for an adult child undermine your financial security

Any experienced parent will tell you that you’re never done “raising” your kids.
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Here’s what you need to do now if you hope to retire in 2018

Are you ready to retire? If you hope to retire in 2018 there are a few steps you'll need to take before riding off into the sunset.
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5 easy ways to save cash on your next vacation

Vacations are about more than sleeping in. They give us a chance to explore new things, bond with our families, and take a much-needed break from work.
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4 Tips That’ll Save Your Retirement

We repeatedly are told to prepare for retirement during our working years.
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Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
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Protect and preserve your income with an emergency fund

When you start thinking about retirement, emergency expenses present a unique challenge.
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