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.
As you’ve probably noticed, financial wellness is all the rage. According to one survey, about 90 percent of large and mid-sized companies are now offering financial wellness programs as an employee benefit. But what exactly is “financial wellness,” and are you financially well?
Financial literacy is essential for daily life. And yet, many parents are intimidated to talk about money with their children, while others may be eager to cover basic concepts but aren’t sure when or where to begin.
As the markets change, the value of each security in your portfolio will increase or decrease at a different rate of return; changing the overall weightings of your investments. Periodic reviews of your investment portfolio help keep your retirement strategy on track.