Gender Equality and Women’s Financial Freedom
March 8th marks International Women's Day (IWD), a global celebration of women’s achievements and a call to action for advancing gender equality. First celebrated in 1909, the theme for International Women’s Day 2025 is #AccelerateAction. It emphasizes the urgency of making progress toward gender equality. This...
Tariffs: How They Work and Potential Economic Effects
On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico (except for a lower 10% tariff on energy resources from Canada) and an additional 10% tariff on all goods from China. Nine days...
Protecting Your Future: Life Insurance Strategies for Married Couples
When it comes to marriage and money, one of the most crucial financial instruments for married couples to consider is life insurance. By providing a financial safety net in the event of an unexpected loss, life insurance can help protect a couple's shared goals, assets,...
Financial Resilience: The Key to a Strong Financial Future
Navigating life's unexpected challenges has become a critical component of financial well-being. The concept of financial resilience has gained significant traction in recent years as both individuals and policymakers recognize the need to build a stronger financial safety net. From job losses and medical emergencies to...
Balancing Retirement Savings and Other Financial Goals
As a family, we often need to find the right balance between saving for retirement and funding other major life expenses. With competing priorities and limited resources, couples need a comprehensive strategy that addresses long-term and short-term financial goals. One of the primary challenges is the...
Building Financial Literacy Together: A Smart Start for Newlyweds
As young couples embark on their marriage journey, developing a solid foundation of financial literacy is crucial for long-term success. By arming themselves with knowledge and practical skills, newlyweds can navigate the complexities of budgeting, saving, and investing confidently, ultimately paving the way for a...
Fixed Annuities: The Cornerstone of Predictable Retirement Income
Despite their increasing popularity, few Americans know how annuities work or when using one could benefit their financial plans. Four out of five American adults (79%) still struggle to identify the correct definition of an annuity. Think of annuities as the steady rocks in the stormy...
How to Balance Your Retirement Savings While Being a Caregiver
Caring for a loved one is one of the most selfless and rewarding things you can do, but it often comes at a personal cost. For many caregivers, caregiving's emotional and physical demands are only part of the challenge—financial strain is the other. Leslie took care...