Jan 30, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how it works, you may be able to...
Jan 16, 2025 | Age 55+, Family Finances, Individuals, Investing Basics
Reexamining your finances at the start of the year may not seem as exciting as making a commitment to healthier habits or fitness objectives, but financial wellness is closely related to both mental and physical health. You might be surprised at how simple it is to...
Dec 20, 2024 | Family Finances, In The News, Individuals
In 2022, many investors turned to U.S. Treasury I-Bonds as a safe and attractive option when inflation rates were soaring. At that time, these bonds were offering an interest rate of around 9%, making them a popular choice for individuals looking to protect their...
Nov 22, 2024 | Family Finances, Individuals
Thanksgiving offers more than just family gatherings and meals—it encourages reflection on finances with gratitude. The holiday can inspire better financial habits, such as managing holiday expenses wisely and practicing mindful spending. Here are a handful of...
Nov 8, 2024 | Family Finances, Individuals
A growing family, by definition, means growing financial obligations—both present and in the future. Raising children can increase your insurance needs and heightens the urgency for being properly prepared. Auto When a child becomes a new driver, one choice is to add...
Oct 31, 2024 | Age 55+, Individuals
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...