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Even though you’re still working every day, carrying your full load of responsibilities, it’s crucial to cross your Ts and dot your Is for your new life ahead in retirement. These six tips are crucial to cross off your to-do list before you enter retirement. Address Your Budget for Retirement Put together a monthly budget […]Continue reading
If we’re not careful with spending habits, the phrase “where does the time go?” can easily be applied to “Where does the money go?”. And this applies to the old and the young, so it pays to start early with good financial habits. Know your credit score If you aren’t already building credit, it […]Continue reading
“If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know—or are learning—that’s a big responsibility.” AARP provides more detailed content and checklists for this piece. Do you have the proper documents? Will Health Care Power of Attorney Medical Durable Power of […]Continue reading
It’s important to budget and keep your numbers in check throughout the year. Too often, we can get sidelined, and before we know it, we’re no longer moving in the right direction. Use the checklist below to get back on track before the calendar flips us into 2022. Is your holiday budget out of […]Continue reading
Carrying consumer debt into retirement can quickly reduce the monthly cash flow available to spend on healthcare, travel, and leisure activities or could necessitate drawing down retirement accounts faster than planned. Either situation puts you at risk for running out of money or facing significant lifestyle changes to make ends meet. Financial strain is […]Continue reading
Financial Literacy Month suggests it’s time to take advantage of available tools, resources, and tips for financial education that can help increase your financial success. This month put yourself back in the driver’s seat! Do a thorough review of your bills, and you might find hidden fees that are pecking away at your hard-earned […]Continue reading
As we head toward the finish line of 2020 and gear up for 2021, setting goals and getting your life in order should be a priority. One of the best places to start is by understanding your net worth and determining if you are on track to meet your goals. Your net worth provides a […]Continue reading
The federal tax deadline of Monday, April 15 is just around the corner, and you may be excited about the possibility of receiving a sizable refund. After filing taxes, most refunds will be issued within three weeks. If you’re receiving one this year, it’s the perfect opportunity to improve your financial situation. Data from the […]Continue reading
Life insurance proceeds can allow the bereaved to properly grieve without worrying about money. It gives families the financial protection that’s needed for potential funeral costs, living expenses, or even their financial future. If you’re on the receiving end of the policy, the large sum of money can present many challenges, but also a multitude […]Continue reading
Many of us get so caught up in the holiday madness that we toss our budget aside and fall into what seems to be a never-ending spending cycle. Last year’s report shows about 51% of Americans overspent their budget on holiday gifts and 28% are still paying off holiday debt from the previous year.1 You […]Continue reading
