Spending & Budgeting
Tax planning is not just an opportunity to reduce your tax bill; it is also an opportunity to build up your financial assets with creative strategies.
Take these three steps and start the new year off right
Making sure all of your bills are paid on time every month can be a tedious and time-consuming task.
The start of a new year represents a clean slate, which explains why New Year's resolutions are a popular thing to make.
Wedding celebrations largely took a hiatus after the COVID-19 pandemic was declared in 2020.
Is it too early to start thinking about the holidays?
If you have children, read more to learn about how the child tax credit payments may affect you.
Dealing with personal finances can be stressful.
Imagine simplifying your financial life while meeting all of your goals.
Making sure that you have a plan for your money is an important step in reaching your financial goals.
Although 2020 brought along many challenges, we encountered lasting lessons that may help provide a roadmap for the future, and many of these insights came from new financial realities.
The start of a new year is an exciting time, and many people think about ways to improve their financial health and habits.
The COVID-19 pandemic has affected many Americans and with the holidays quickly approaching, it's important to start thinking about how to avoid debt during the holidays and prepare in advance.
Living without certainty about your income is challenging enough without having market volatility to contend with as well. Here are some tips to navigate all of your finances if you find yourself in a situation with an irregular income, and how you can still manage day to day expenses and invest some of your savings for the long-term so you can live the life you’ve envisioned.
Most of us want to save time and money throughout the day. Whether your schedule is jam-packed or you just wish there were a few more hours in the day, being able to do less on your own and still get things accomplished probably sounds nice.
Saving for retirement is a lifelong challenge, and there's never a perfect time in life to save.
Preparing for the unknown may seem like a daunting task now but has the potential to help you in the future.
Generation X, those people who weren’t born in time to be Baby Boomers but came along before Millennials were invented, are now in their 40s and 50s and ready to consider their retirement concerns.
Managing finances properly takes planning and commitment, but sometimes we need an extra push to really cut costs. If you’re drowning in debt or struggling with living paycheck to paycheck, you might be in need of a drastic change.
Unless you can buy a house entirely in cash, finding the right house is only half the battle. The other half is choosing the best type of mortgage. Since you'll likely be paying back your mortgage over a long period of time, it's important to find a loan that meets your needs and your budget. When you borrow money from a lender, you're making a legal agreement to repay that loan over a set amount of time – with interest.