1 in 4 Millennials are “not sure” how their retirement savings are invested. How do you stack up?
More Personal Financial Planning Resources for Millenials
7 Tips to Navigate Healthcare Over 65
As the world of health insurance evolves, the Annual Enrollment Period can be overwhelming and confusing. For those nearing age 65, it’s essential to understand the paths in and around…
What’s Happening in the World of Higher Education?
2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth…
2024 Key Numbers for Health Savings Accounts
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What…
Five Things That Actually Get Better With Age
Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the negatives…
Navigating the Current Mortgage Interest Rate Environment
The home mortgage is often the biggest transaction of a person’s life. In today’s dynamic economic landscape, mortgage interest rates play a significant role in shaping individuals’ financial plans. Whether…
Mothers and Money: How Three Generations of Women Approach Financial Planning
Financial planning is a vital aspect of life. Often, the financial lessons and advice passed down from generation to generation shape an individual’s approach to finances. In honor of Mother’s…
7 Things You Can Do to Trim Your 2023 Tax Bill
Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some…
Understanding Custodial Relationships Amidst the Silicon Valley Bank Collapse
When working with a Registered Investment Advisor (RIA), investors may have heard the term “custodial relationship.” This refers to a partnership between the RIA and a financial institution that acts…
Data Privacy and Your Financial Planner
Data Privacy and Your Financial Planner Updated January 13, 2023: Data privacy week is January 22 – 28, 2023. Here are some tips…
Pension Payout Options
When you think of retirement, you probably envision the enjoyable ways you will spend your free time. But, you may also want to give some thought to receiving your funds…