Blog
The Benefits of Outdoor Exercise
Bask in some vitamin D and get a workout in, too! Here are some advantages of going outside for exercise.
Read MoreBon Voyage!
Island beaches saved as screensavers and European castle-themed calendars are as close as many people get to vacationing. However, it’s easy to see the positive impact traveling can have on your health.
Read MoreDestination Drives
Road trips are one of the best ways to see as much of the country as you can in a relatively short time. If you’re not sure what piece of America you want to explore first, start with one of these exciting drives!
Read MoreEco-friendly Upgrades That Pay for Themselves
Here are some of the most cost-effective changes—including many that you can DIY—in order to help you create a smarter, greener home. These are not only good for the planet, but good for your pocketbook too.
Read MoreMyths and Facts About Social Security
Here are some of the most popular myths about Social Security and the facts that debunk them.
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Why Retirees Should Devote Time to Community Service
If you are looking for something to fill your downtime that may be fulfilling and beneficial to your health and wellbeing, community service may be an option for you.
Read MoreHow Financial Professionals are Closing the Financial Literacy Gap
The gaps in financial knowledge among various sectors of the public—may have racial, gender, and socioeconomic components. Because financial knowledge builds upon itself, families lacking that generational experience may feel left out.
Read MoreA Refresh for Your Finances
When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances?
Read More3 Golf Tips to Keep Your Retirement Plan on Course
Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here are three tips that may help you work toward success on and off the golf course.
Read MoreHow Improving Your Physical Health May Benefit Your Finances
Researchers found that those with more severe debt may be more likely to have physical and mental health issues. Fortunately, taking steps to improve your financial habits may also benefit your health.
Read MoreHealthy Eating on a Budget: 5 Affordable Junk Food Alternatives
Many people think eating healthy is too costly and won't suit their budget. The good news is, there are many healthy alternatives to junk food that may easily fit into anyone's budget.
Read MoreWays to Increase Creativity in the Workplace
Regardless of what path you’re on, creativity will likely play a role in some sense throughout your career journey. Not every day will be a challenge, but sometimes, you can feel like there’s not a creative bone in your...
Read MoreThink You Know Retirement?
Even if you're saving money in a 401(k), IRA, or another type of retirement account, you may not be paying much attention to the specific rules and regulations governing these accounts. After all, if you're years away from retirement,...
Read MoreTeaching Your Teen about Money
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your...
Read MoreMaking the Most of Your Relationship with a Financial Professional
Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...
Read MoreKeep Control: It’s to Your Credit
Are you one of the many American consumers currently asking yourself, “How can I better control my use of credit?” Consumer debt in the United States totals in the billions. Much of this debt belongs to consumers who use...
Read MoreWhat Causes Inflation and What to Do About It
A huge challenge is planning for your retirement savings to outpace inflation Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost...
Read MoreFinancial Planning Tips for High-Earning Women
When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2...
Read MoreRetirement Planning: To Roth or Not to Roth
When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even...
Read MoreManaging a Budget - Deciding Between Wants And Needs
One of the hardest things to do, by far, is realizing when a want is not a need. Budgeting is a balancing act. The secret to sustaining yourself from day to day while also working towards financial goals is building a budget that...
Read MoreA Place for Everything: A Step-by-Step Guide to Getting Your Finances Organized
Have you ever found yourself scrambling for spare cash to send with your child for school lunch? Have you paid a late fee because you simply forgot when a bill was due? Have you woken up in a cold sweat trying to remember if you paid...
Read MoreExamining Your Ghosts of Christmas Pasts
Analyzing your past financial decisions is essential to changing behaviors As Charles Dickens tells us in his celebrated Christmas fable, the self-defeating ways we behave financially are rooted in the past. Digging them out is the one...
Read MoreFive Wealth-Building New Year's Resolutions
At the beginning of each year, and regularly after that, it may be a wise idea to take stock of finances and make some changes to help improve your financial life. Here are five resolutions you may make to increase financial...
Read MoreTax Prep Checklist: Everything You Need to Be Ready for Tax Season
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...
Read More8 Tips to Stay on Track with Your Holiday Budgeting
It’s hard to believe we are already approaching the end of another year, and holiday season will soon be here. Since holiday spending doesn’t include just gifting, it’s essential to set your budget now. You may likely...
Read MorePrepare for Long-Term Care Before the Need
Despite the dollars, fears and emotions – you can manage with planning Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC...
Read MoreSocial Security Gets Massive 5.9% Raise in 2022
The largest cost-of-living-adjustment since 1982 impacts 90% of seniors On October 13th, the Social Security Administration announced that Social Security and Supplemental Security Income benefits for tens of millions of Americans will...
Read MoreA Helpful Overview of All Your Digital Property and Digital Assets
Digital property (or digital assets) can be understood as any information about you or created by you that exists in digital form, either online or on an electronic storage device, including the information necessary to access the...
Read MoreMatter of Tax
Thoughts on Establishing a Trust and Tips for Avoiding Inheritance Squabbles REASONS TO CONSIDER A TRUST Should you set up a trust? Maybe you've been to a seminar where they scare the life out of you, convincing you to start one....
Read MoreRetirement Mistakes to Fix Before the Holidays
Spend as much time fixing your mistakes as you do planning the holidays You probably spend more time planning your holiday gathering than preparing for your golden years. As a result, you make basic mistakes in trying to fund your...
Read MorePhysicians, Attorneys, and Accountants: Your Guide to Choosing a Financial Professional
From the financial pressures of running a small practice to the repayment of hefty student loans, these three careers (and the people who pursue them) can have more in common than you may think. Those working in the medical, legal, and...
Read MoreWhat to Know About Working With a Financial Professional
If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...
Read MoreThe Financial Planning Process: Why and How
Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...
Read MoreFour Ways to Improve Your Financial Literacy
Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...
Read MoreMoney Saving Tips Everyone Should Know
We’ve all heard this advice before: if you want to save money, you need to cut back on spending. However, it’s not always so easy. Identifying senseless spending in the following areas can help you save more each month. But...
Read MoreTips for Repaying Your Student Loans
Graduation is an exciting time for many. But now repaying student loans will start for the new graduates. While some lenders give you a sixth month grace period before you start to repay, starting to pay your loads right away save you...
Read MoreFour Tips for Gaining Financial Independence
The golden rule of financial planning: if you can plan it, you can pursue it Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...
Read MoreAll About 401(k)s
If you plan to retire someday, a 401(k) plan may be on your radar. 401(k)s can help you save retirement money to help you enjoy your golden years financially secure. In honor of National 401(k) Day on September 10th, here are some...
Read MoreDiversification, Patience, and Consistency
Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over...
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