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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…

What You Need to Know About Capital Gains and Losses?

Feb 22, 2017
WHEN YOU SELL AN INVESTMENT, the difference between the price you receive from the sale and your basis (generally what you paid for it) is either a capital gain or a capital loss. If you sell at a profit,…

FIVE THINGS TO KNOW ABOUT ABLE ACCOUNTS

Feb 15, 2017
Achieving a Better Life Experience (ABLE) accounts are new tax-favored savings accounts offered by states that enable certain individuals with disabilities to save for qualified expenses without losing…