The Social Security Fairness Act Increases Benefits for Millions
Under the Social Security Fairness Act signed by President Biden on January 5, 2025, almost 3 million Americans will receive a boost to their Social Security benefits.1 This bill, which had bipartisan support, restores full Social Security benefits to some public-sector employees, including teachers, law...
Balancing Retirement Savings and Other Financial Goals
Balancing retirement savings and other financial goals can be a delicate dance.
Financial Wellness Month – Tracking Your Spending
This Financial Wellness Month, discover how tracking your spending helps you avoid overspending & stay financially healthy.
January is Financial Wellness Month – Emergency Funds
During Financial Wellness Month, learn why building an emergency fund is essential for financial security.
Data for Sale: Tips to Help Protect Your Private Information
On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and...
How to Review and Adjust Your Investment Portfolio for the New Year
Start 2024 by rebalancing your investment portfolio & aligning your strategy with your financial goals.
January is Financial Wellness Month – Financial Smart Goals
This Financial Wellness Month set realistic financial goals for 2025 with actionable steps on debt management, credit building & long-term saving.
The Importance of Reviewing and Adjusting Insurance Coverage Annually
Ensure you’re adequately covered in 2025. Tips to review, adjust, and save on insurance for changing life needs.