E.g., 02/28/2021
E.g., 02/28/2021
205search results
  | Financial Decisions

Explaining financial plans and why you need one

A clear understanding of personal expenditures and savings rates is essential for securing a strong financial future. A financial plan can help everyone from the extraordinarily wealthy to those struggling to make ends meet.
group of women chatting
Are you looking for new ways to stretch your budget and save on taxes? If so, consider taking advantage of the health savings and/or spending accounts that may be provided by your employer. These tools offer potential tax advantages and savings opportunities.
If you underestimate your risk of disability, you're not alone ... only 10% of individuals accurately estimate their chance of disability. Here's a deep dive into disability insurance policies for three distinct groups of people: those covered by an employer group plan, self-employed people or those not covered through an employer, and stay-at-home parents.
After a lifetime of hard work, you’ve earned your retirement—and all the benefits that come with it, including Social Security. But if you’re retiring before your full retirement age and have other sources of retirement income, you may want to put off applying for your Social Security benefits. Here’s why.
After finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look at my broader estate plan. “Estate plan” sounds so official. Yes, there’s the big, adult-sounding things like an advance directive, will and power of attorney, but it’s also the things we need to access every day, like updated passwords, lists of accounts we use most frequently and how to access them, important contacts and other necessary details and documents organized and shared with the right people.

Pages