What parent conversation is more uncomfortable than the birds and bees? Talking to your adult children about family financial planning. According to a study by Home Instead Senior Care, approximately 80 million Americans neglect to have important end-of-life discussions regarding family financial planning.¹ The study also reports,...
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There’s no such thing as a dumb question – especially when it comes to 401(k) investor questions. The problem is that, for whatever reason, many investors don’t ask. If this sounds familiar, you’re not alone. CNBC reports, “Though it’s one of the most common retirement savings vehicles, 63...
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Parents dream about the day their little ones will spread their wings and leave the house...
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Another year around the sun means another year closer to retirement. For 401(k) investors who are behind on retirement savings and for those looking to get ahead in 2021, here are 6 ways that may jumpstart retirement savings in 2021. #1 Contribute as Much to Retirement...
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2021 is officially here, and we are all hopeful it will be better than the last. 2020 might have derailed many of our financial goals, but the silver lining is that it showed us how important it is to financially plan for the future. If you...
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When we think about Thanksgiving, we envision a delicious meal around a table with our family and friends, football, parades, and Black Friday shopping. Except this year...
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Holiday shopping is already in full swing. But, given that the CDC is recommending shoppers avoid crowded stores throughout the 2020 holiday season, Black Friday is going virtual, and Cyber Monday is every day.¹ According to a recent survey by Convey, “Shoppers are planning to shop earlier...
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It’s hard not to get caught up in the holiday spirit of giving and keep holiday spending under control. In 2019, holiday retail sales grew 4.1% to $730.2 billion, and online and other non-store sales were up 14.6% compared to 2018, according to the National Retail...
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Planning for the future means finding all the ways possible to minimize tax payments to the IRS. You may be sitting on just what you need to save significantly on taxes without even realizing it – a health savings account. This is because a health savings account...
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With the elections coming up, many investors are concerned about the presidential election and the stock market. There’s uncertainty in the air. And the market doesn’t like uncertainty. So, what do you do with your hard-earned money in the meantime? Before you make a move, check out this...
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