Bad Money Habits to Break

Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good [...]

Long-Term Investing Truths

Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-term goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along [...]

Behind on Your Retirement Savings?

What steps could you take to try and catch up? If life has not allowed you to build substantial retirement savings, what possible steps could you take in an effort to improve your retirement prospects? [...]

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant [...]

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up [...]

IRS Confirms Tax Filing Season to Begin January 28

WASHINGTON ― Despite the government shutdown, the Internal Revenue Service today confirmed that it will process tax returns beginning January 28, 2019 and provide refunds to taxpayers as scheduled. “We are committed to ensuring that [...]

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. [...]

What People Overlook When Shopping for Life Insurance

A few realities that must be acknowledged. Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want to renew or upgrade [...]

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk. You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1 As you read or [...]

Smart Financial Steps After College

A to-do list for the twentysomething.  Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money [...]