Category: Personal-finance

Born After 1980? Here’s Your 10-Point Guide to Investing
Feb 13, 2024
If you were born in the 1980s or ’90s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student[...]
New Year, New Financial Goals
Jan 29, 2024
It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact.[...]
Will I Get My Ex’s Benefits … and Other Social Security Questions
Dec 20, 2023
Social Security benefits are a crucial ingredient in many people’s retirement calculations. However, determining how much you will receive in Social[...]
What Retirement Might Look Like for Millennials
Dec 05, 2023
It may seem like the sky is falling for Millennials. Not only have individuals from the segment of the population born between approximately 1980 and[...]
6 Things to Teach Your Children About Money
Oct 30, 2023
It’s never too early to teach your children about money. Starting them off on the right financial foot may be one of the best things you can do for[...]
10 Ways Your Spending Habits Could Be Jeopardizing Your Retirement
Oct 20, 2023
Time is one of the most important ingredients in the recipe for a financial plan. Earning and saving money is important, of course, but Father Time[...]
A Financial Advisor’s 10 Tips to Reducing Debt
Oct 06, 2023
It might start out fairly innocent – a credit card purchase for $500. But if left unchecked, a small portion of debt can grow into a ball and chain,[...]
What is Social Investing? Three Steps to Get Started.
Aug 30, 2023
Social investing, also known as Socially Responsible Investing (SRI), has been growing in popularity for a number of years. Simply put, social[...]
How to Plan for the Cost of Healthcare in Retirement
Aug 11, 2022
If you’re like a lot of pre-retirees, healthcare costs in retirement are a major concern.
Managing Your Own 401(k)? 5 Common Mistakes Made by DIYers
Aug 08, 2022
Defined contribution 401(k) plans are some of the best deals available to working Americans saving for retirement. The contribution limits are[...]