What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more...
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better. In fact, most folks admit their finances have not gotten better over the past year. And at least half of them say the real problem is that their money mistakes have turned into bad financial habits.
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.