2020-2021 Tax Planning Guide
Jan 25, 2021 - 2020-2021 Tax Planning Guide
Congrats, grad! Now develop good financial habits.
Jul 1, 2018 - Financial Tip of the Month
5 Essential Steps to becoming Debt-Free
Jun 1, 2018 - Americans hold more than $1 trillion in credit card debt and over twice that much in loans, according to the Federal Reserve.
Prepare you finances before a loss
May 1, 2018 - Prudent couples plan for the future.
Traditional and Roth IRAs: What changed?
Apr 1, 2018 - You may prefer one over the other, depending on your short-term savings goals, years until retirement and assumptions about future tax rates.
The pros and cons of paying off credit cards with a HELOC
Mar 1, 2018 - No more late payment fees because you missed one.
Does long-term care make sense for you?
Feb 1, 2018 - Long-term care coverage is designed to protect the assets of middle-income Americans.
Tapping your retirement account early? Consider these factors
Jan 5, 2018 - The best way to avoid penalties is to understand the rules around retirement account withdrawals.
How to slash student loan debt
Dec 7, 2017 - With smart financial management, graduates can liquidate their college debt in a reasonable time, freeing up cash for other priorities.
Combat identity theft with a credit freeze
Oct 11, 2017 - If you suspect a crook is attempting to gain unauthorized access to your credit report, a credit freeze is a good first step.
The Sandwich Generation: How to support post-college kids and aging parents
Sep 14, 2017 - Want help with these long-term planning decisions? Give us a call.
A primer on Series I savings bonds
Aug 16, 2017 - If you're searching for a hedge against inflation, Series I bonds are worth a look.
Life cycle funds can provide hassle-free investing
Jul 20, 2017 - If fiddling with your finances is a task you'd rather avoid, consider the pros and cons of life cycle funds before you invest.
When fully funding your 401(k) isn't the best option
Mar 9, 2017 - Save regularly for retirement, but take a hard look at your overall financial situation before maxing out contributions to your company's 401(k) plan.