Blog
I’m Changing Jobs. What Should I Do With the Money in My Plan?
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs,…
Retirement Plan Loans: Do They Make Sense for You?
Is there anything your 401(k) plan can’t do? It allows for tax-deferred earnings in traditional accounts and tax-free earnings in Roth-style accounts.…
Investing Long Term? Don’t Overlook the Inflation Factor!
A penny saved is a penny earned, right? Not necessarily. Thanks to inflation, over time that penny could be worth less than…
Understanding Medicare: Parts A, B, C, and D
Medicare contains many rules that beneficiaries and their caregivers are required to learn. Perhaps the best way to grasp the program’s details…
Helping to Care for Aging Parents
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today…
Is There a Secret Formula for Financial Wellness?
There are many prescriptions to get to financial health. Here are four proven strategies to help you get there. Setting and sticking…
Put Savings (and Yourself) First with a Budget
Americans, it seems, are spenders. Personal savings rates are low and many people spend beyond their means. If you’re among those Americans…
Confused How the New Tax Law Affects You?
You may need to reconsider how you file your return In 2018, the most significant changes to US individual taxes since 1986…
Tips for Managing Debt and Credit
Credit was once defined as “Man’s Confidence in Man.” But in fact, the definition of credit today is more like “Man’s Confidence…