Interest Rates and Your Mortgage
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your
Year-End Estate Strategies
What you need to know to get ready for the end of the year. With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
Election 2020
Preparing for Any Outcome. As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the
Financial Strategies for Young Families
It’s never too late to start. The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find
A Checklist for When a Spouse or Parent Passes
An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements
Will Political Changes Affect the Economy?
Election years cause some anxiety. With all of the storm and stress of the year 2024, it's impossible to miss the fact that we’re due for another national election in November. Many states will be
The I.R.S. Has Enhanced the 2020 RMD Waivers
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19
College Funding Options
You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college