Achieving Early Retirement
Seven Considerations for Financial and Mental Preparedness Many people are captivated by the dream of early retirement, which promises freedom to pursue passions, travel, or simply savor the joy of a leisurely life. Retiring early is a big decision, driven by a desire for adventure, personal...
Navigating Retirement: A Comprehensive Guide to Annuities
As we embark on retirement planning, the myriad of financial instruments available can be overwhelming. Annuities, with their diverse types and features, are powerful tools for crafting a secure and stable retirement. The total value of retirement assets in annuities, estimated at around 2.29 trillion...
April is Social Security Month
As we delve into the essence of Social Security Month, it's a time to reflect on its enduring legacy, educate ourselves and our communities, and engage in meaningful dialogue about its future. ...
April is Financial Literacy Month
In a world where financial decisions shape our everyday lives, understanding the fundamentals of money management is not just beneficial—it's essential. Financial Literacy Month is an annual event dedicated to unraveling the complexities of financial concepts for all. "In today's climate, the importance of Americans grasping...
Debt Awareness Week – March 25-31
Amid a cost of living crisis, with escalating prices for basic necessities, it's evident that many households across the US will face financial challenges in 2024. Yet, our research indicates that many don't seek assistance due to a lack of understanding about debt awareness week...
6 Ways to Plan Out Your Summer
Summer is almost here! For many Americans, the season presents the ideal opportunity to escape the hustle and bustle of everyday life and indulge in some much-needed relaxation. But with so many things to do, where do you start to plan out your summer? As a parent,...
Global Money Week: Empowering Financial Futures
Global Money Week (GMW) is an annual worldwide campaign that emphasizes the importance of early financial awareness among young people. It focuses on gradually developing knowledge, skills, attitudes, and behaviors essential for making wise financial decisions, ultimately leading to financial well-being and resilience. At David Lerner...
Modern Women’s Financial Wellness in 2024
In the symphony of modern life, women don't just play a part—they compose the melody. As architects of their destinies, women face a myriad of roles and responsibilities, from conquering career summits to nurturing the future, all contributing to Women's Financial Wellness. Yet, in the pursuit...
Remote Work and Retirement
The remote work and retirement trend is influencing retirement choices. The landscape of work has undergone a significant transformation in recent years with the widespread acceptance and adoption of remote work and retirement. Research has found that 23 percent of job holders work from home part-time,...
Tax Season News and Survival Tips
It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's important to consider the potential impact of taxes when making many types of financial decisions. The IRS...