529 Plans and Quality Education
A 529 plan just got more interesting. New laws have made it possible to use the money in a 529 plan to pay for a K-12 private school in certain states
Planning Your Financial Wellness for the Future
We all want what is referred to as Financial Wellness - a healthy overall financial picture and the resulting quality of life
The Cooling Real Estate Market
Higher costs are making a dent in the demand and creating a cooling real estate market. Mortgage applications fell to a four-year low recently
Get Your Finances in Order for the New Year
If you haven’t gotten your finances in order, now’s the time to do it. Only 28% of Americans are considered “financially healthy” while more than half (55%) are just coping.
Millennial Savings
More than 60 percent of Americans have less than $1,000 in their savings accounts, and 21 percent don’t even have a savings account. Millennials are doing better than average.
Interest Rates to Increase in 2019
The Federal Reserve recently increased interest rates by a quarter point and the rate hike is set to increase even further- possibly three more times in 2019.
Identity Theft – Don’t Get Swindled
Identity theft is on the rise, and Americans are in more danger than ever before. Account takeovers have increased 61 percent since 2015 and resulted in $2 billion in losses.
Financial Stability and the Next Recession
What can be done to weather another potential downturn? Here are some things that may help in a financial storm