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May Fed Meeting: How will the Fed deal with stubbornly high inflation?
The Federal Reserve ended its May 2024 meeting without changing their official interest rate target. We might have to get used to that result. Given
Beyond the headlines: Analyzing the impact of recent geopolitical events on your portfolio
The ongoing wars in Ukraine and the Middle East have had a significant impact on world politics, the flow of trade, not to mention the
National debt is higher than ever, is the US headed for a debt crisis?
The US government is approximately $27.5 trillion in net debt, an amount that has doubled since 2016. There’s no sign that the debt is going
How a strong jobs report and stubborn inflation data is leaving investors confused
Over the last several days, we have gotten key economic reports on U.S. employment and inflation. For investors, they painted a mixed picture. Inflation remains
The ultimate guide to open enrollment and your benefit elections
Your once-a-year opportunity to analyze your benefits and make the choices that will be best for the coming year.
Streamline your savings: A simplified guide to consolidate 401(k) accounts
You’ve likely considered merging your retirement accounts before but never followed through. Here’s why it might be a good idea, and how to do it.
The 4 percent rule in retirement: Is this withdrawal strategy still reliable or outdated?
Is the 4% rule still the gold standard for retirement withdrawal strategies? Find out if its a reliable retirement income method and discover alternatives.
Dual power of attorney (POA): How to protect your future health and financial affairs
Discover the benefits and precautions of creating a dual power of attorney to protect your health and financial affairs, with tips on designating agents and monitoring their actions.
Homeowners insurance: What it covers, how much to have, saving tips
Learn the basics of homeowners insurance, how to customize coverage, and ways to save money on premiums with these essential tips.
Roth IRA conversions for retirees: Is this sweet spot the right time for you?
A Roth IRA conversion in retirement? Sometimes it’s never too late to make a change. Learn if it makes sense for you.
What is FAFSA? Your essential 2024 guide to federal student aid
Confused about FAFSA and how it can help with your college expenses? Discover everything you need to know, including eligibility requirements and deadlines, in our comprehensive guide.
7 commons questions kids ask about money and how to answer them
From “Why can’t we just get more money from the bank?” to complex financial concepts, learn how to answer your kids’ questions about money with confidence.
Rule of 55: How it works, pros and cons, considerations
Discover how the rule of 55 can allow you to access your retirement savings penalty-free at age 55. Learn about its pros and cons, considerations, and alternative options for early withdrawals.