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Financial Tips for Life 101

Oct 21, 2015
Wherever you are in life, these tips may help you get on solid financial ground and help you stay there. Get specific with your goals. There’s an old expression: “If you don’t know where you’re going,…

Tax Strategies for Retirees

Mar 21, 2016
A successful retirement begins with having the money you need to enjoy your new status as a “retiree”. A big component of retirement financial security is having an effective, tax-strategic withdrawal…

Three Ways to Get Your Federal Student Loans Forgiven

Jun 07, 2016
If you’re like most people, your student loans probably feel like a ball and chain. Every month, you dutifully make a payment knowing that you’ll be making that same payment next month, the month after…

Critical Financial Considerations When You Leave a Job

Jun 14, 2016
Tips to help you make the most of your retirement savings, stock options, and employee benefits when you leave a job. Whether you are switching jobs or retiring, you may be faced with several financial…

Two Reasons You Should Invest Globally

Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

8 Things Baby Boomers Need to Know About RMDs

Jun 30, 2016
Required Minimum Distributions, often referred to as RMDs, are amounts that the U.S. federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans.…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

Simplify Your Finances: Banking

Jul 20, 2016
Looking to simplify your life so you have more time to do what you love? Start with your banking habits. Use direct deposit for all your income. There is no need to make a trip to the bank and wait in…

Federal Student Loan Repayment Tips for Recent Grads (Part Two)

Nov 11, 2016
If you recently graduated or left college, you may need to begin repaying your federal student loans soon. Here are a few tips that may help. Consider consolidating your loans. You can consolidate most…

40 Financial Things to Know by Age 40: Part Two

Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   College Planning   Savings may cost less than borrowing.   Think…