Still Need to Do Day: Getting Your Financial House in Order
As the holiday season draws to a close and the year winds down, there’s a sense of urgency to tackle all the tasks you meant to do but haven’t quite gotten to yet. With the new year fast approaching, this period can feel overwhelming. Financial...
The Financial and Emotional Challenges of Retirement
Retirement is often envisioned as a time of relaxation, travel, and enjoying the fruits of a lifetime of hard work. However, many older Americans face significant retirement challenges. According to recent data, nearly a third of retirees suffer from depression. As many as 80 percent of...
How to Save Smartly in 2025: Financial Strategies for the Year Ahead
As we approach 2025, the financial landscape is more complex and uncertain than ever. Economic changes, inflationary pressures, market volatility, and shifts in the global economy are prompting individuals and families to rethink how they save and invest for the future. Whatever you're building an...
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...