News

2
May

A Volatile Stock Market: What Can Investors Do?

COVID-19, inflation and the Ukrainian war have all contributed to a volatile stock market in recent weeks. Volatility will continue as usual while one sector is experiencing profitability, another is declining, resulting in declining stock market valuations. For investors, the up and down performance creates market risk but is part of the underlying economic fundamentals of our U.S. stock market system:

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25
Apr

5 Ways to Reduce Your Carbon Footprint & Invest in Our Planet

Going green, recycling, buying local, and energy-efficient appliances likely come to mind first when you think about reducing your carbon footprint and investing in our planet. However, the way you bank and handle your money can also help the environment. Here are five easy ways to reduce your carbon footprint through your finances.

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18
Apr

How You Can Achieve a Stress-Free Retirement

Contrary to popular belief, retirement doesn’t always mean a stress-free lifestyle. It’s pretty standard for retirees to face stress from new challenges and worries. The good news is there are steps you can take to achieve a stress-free retirement and enjoy a happy and fulfilling life away from the working world. Here are some tips to help you achieve a stress-free retirement as you prepare:

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11
Apr

Tax Changes ‘Self-filers’ Need to Know Before Filing 2021 Taxes

If you are self-filing your 2021 taxes, you may want to double-check. Make sure you don’t miss out on any tax changes. While some deductions will be the same this year, there are other significant changes due to the COVID-19 stimulus plans over the past two years. Here are a few specific tax-related items for the 2021 tax filing season that may impact you

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4
Apr

Five Great Financial Readings to Guide You Through 2022

Many financial readings can provide you with fresh perspectives on personal finance or strategies you’ve never considered before or inspire you to take charge of your financial future.

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28
Feb

Tax Identity Theft Season (aka Tax Scam Season) is Here

Tax identity theft is when someone uses your Social Security number to steal your tax refund or for work. People often discover tax identity theft when they file their tax returns.

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21
Feb

Five Unique Challenges Entrepreneurs Face

Businesses are rarely successful immediately and often come with stress for entrepreneurs; irregular work hours, lack of operating capital, employee issues, balancing work and family life, etc.

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14
Feb

Four Financial Planning Benefits of Being ‘Coupled’ or Married

Regardless of your age, if you’re in a committed relationship or married, both of you should participate in planning for your financial future and be aware of the benefits that come from being a couple. Here are four financial planning benefits you may receive as a couple:

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7
Feb

Financial Technology: Delivering Digital Financial Learning

The coronavirus pandemic has motivated many Americans to take full advantage of financial technology. Many are pairing various financial tech solutions to help them improve their financial well-being.

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8
Nov

The Importance of Long-Term Care Planning

According to the U.S. Department of Health and Human Services, over 70% of seniors will require long-term care at some point in their lives. Despite this statistic, very few people have a plan. Without a long-term care (LTC) plan, your finances will likely suffer if you need to pay for care. You may also put your family members in a challenging situation as they’ll probably take on the role of caregiver or help pay for your care. Here’s a closer look at what long-term care planning is and why it’s crucial. 

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