Identity Theft & Online Shopping: Staying Safe During the Holiday Season
The holiday season is one of the busiest times of the year for in-store and online shopping. With festive sales, deals, and limited-time offers, many consumers rush to purchase, especially online. However, this season also marks a peak time for identity theft and online fraud,...
Making the Most of Your 2024 Retirement Contributions
As we navigate through 2024, it's crucial to understand the various retirement contribution opportunities available, especially for those over 50. Strategic planning allows you to maximize your retirement savings while taking advantage of valuable tax benefits. Here's your comprehensive guide to important deadlines and smart...
National Write a Business Plan Month
December is a time to reflect on the past year and prepare for the one ahead. While most people associate December with the holidays and the closing of the calendar year, savvy entrepreneurs know it holds another significance: National Write A Business Plan Month. A well-thought-out...
Smart Gifting: Balance Generosity and Finances This Holiday
The holidays are a time for giving, and there’s nothing quite like the joy of surprising loved ones with thoughtful holiday gifts. However, the spirit of generosity can sometimes lead us to overspend, causing financial stress well into the new year. A 2021 survey from...
2024 Holiday Spending Surge: Impact on Your Wallet & Investments
As we head into the 2024 holiday season, consumers and investors alike are gearing up for what is expected to be a significant surge in holiday spending. Retailers are preparing for increased activity, and early projections point to an overall boost in sales compared to...
Gen X Women’s Retirement Goals
As retirement planning continues to evolve, financial attitudes and goals reflect the changing dynamics of generational priorities, economic realities, and cultural influences. A striking example of this can be found in the findings from Northwestern Mutual’s Planning & Progress Study, which reveal that Gen X...
College Savings for 2025: Tips and Strategies
As higher education costs continue to rise, saving for your child's college education has become an increasingly important financial priority for many families. Whether your child is just a toddler or is already in high school, it's never too early or too late to start...
Medicare 2025: Why It Matters to Shop Around
The estimated cost of healthcare in retirement for the average American couple is $41,000. So, planning for the best possible coverage of medical expenses is a major part of successful retirement planning. Understanding the Medicare changes in 2025 is vital so you can plan your...