6 Important Financial Strategies For Your 20’s and 30’s Personal Finance & Investing For Generations X and Y Introduction 20 and 30-somethings have very different personal finance and investing priorities than their parents. Instead of worrying about Social Security benefits and catch-up IRA contributions, you might be worrying about digging yourself out of student […]Continue reading
Is College Worth It? Understanding the Costs & Benefits of College Introduction The decision about whether or not to attend college is a serious one with lifelong implications. Changes in the U.S. economy, a decade of lost growth, and a revolution in technology are challenging attitudes about a traditional college education. While college used […]Continue reading
Retirement is the time where we should be able to kick back, relax, and enjoy being free of responsibility. While we’re relieved from the heavy demands of being in the workforce, in retirement, we’re in charge of our own lives and futures. There’s no one telling us what to do or how to carry out […]Continue reading
The last thing you’d want to think about is your own death. But the fact is–death is inevitable. While it’s a difficult topic to process, it’s a good thing to be prepared and plan ahead for when the time comes. Ask yourself these questions: How will my family pay for my funeral expenses? How will […]Continue reading
There’s a common misconception that estate planning is only for the wealthy. Regardless of your financial situation, an estate plan allows you to have a plan in place after your death. Especially if you have a house, children, and other assets, you need to consider getting a plan in place. Having an estate plan ensures: […]Continue reading
July marks the halfway point of the calendar year and is the perfect time to financially reflect on what’s already passed and what’s to come: Have I saved enough? How much have I spent so far? Where am I in reaching my goals? Is it too late? Well, there’s a simple answer to the last […]Continue reading
In a digitally connected world, the Internet and social platforms enable young adults access to boundless heaps of knowledge. This can allow them to feel connected and confident when it comes to many things, including their finances. But the reality is that there is an alarming gap between financial confidence and knowledge. An industry […]Continue reading
Back in October of 2014, hackers accessed the personal information of over 83 million JP Morgan Chase customers. Fortunately, the hackers weren’t able to access financial information or gain access to client accounts. However, they were able to obtain other important data such as names, phone numbers, addresses, and email addresses of any current or […]Continue reading
Everything is set. You met and married the love of your life. You both have great jobs, and your finances are in order. You may even have purchased a home together, or maybe you and your spouse have been together for a few years and have just settled into your forever home. Everything is falling […]Continue reading
Life happens and then you’re hit with an unexpected expense that can leave you thinking “I really wish I saw that one coming.” Many people today are living paycheck to paycheck, but what happens when your car breaks down, your HVAC unit malfunctions, or you experience paying for unforeseen health care costs? Shocking studies reveal […]Continue reading
