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
Finding the right balance can be a delicate dance for married couples navigating the dual financial responsibilities of saving for retirement and funding other major life expenses. With competing priorities and limited resources, couples must develop a comprehensive strategy that addresses long-term and short-term financial goals. One...
Financial Wellness Month – Tracking Your Spending
Did you know January is Financial Wellness Month? This month, many Americans focus on improving their financial habits and making positive changes for the year ahead. One of the most effective ways to boost financial wellness is by tracking your spending. Why? Because knowing where your money...
January is Financial Wellness Month – Emergency Funds
After the hustle and bustle of the holiday season comes January, which also happens to be Financial Wellness Month. This month-long observance is a great reminder early in the year of why you should start building a strong financial foundation for the year ahead. “An emergency...
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
The start of a new year is a natural time for reflection and goal setting, and for many, that includes reviewing their finances. While resolutions around spending less or saving more are common, one area often overlooked is the importance of reviewing and adjusting your...
January is Financial Wellness Month – Financial Smart Goals
After a busy (and costly) holiday season comes January – Financial Wellness Month. This makes it the perfect time to set the stage for your financial journey in 2025. Setting realistic financial goals is more than just listing what you’d like to achieve. It’s about creating...
The Importance of Reviewing and Adjusting Insurance Coverage Annually
As we step into a new year, there’s a lot on everyone’s mind—new goals, fresh beginnings, and, of course, resolutions. While many people focus on health, fitness, or financial goals, an essential yet often overlooked resolution is reviewing and adjusting your insurance coverage. Insurance provides a...