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Thursday, December 1, 2022

A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligible charity (a 501(c)(3) organization) as long as you’re 70 1/2 years of age or older. Since the gift will go directly to the...

 

Thursday, December 1, 2022

One of the most popular icons of the Christmas season is the Christmas tree. It has become a symbol of the holidays and the center point for Christmas displays, party decorations, and events. During the Christmas season, you may find...

 

Wednesday, November 2, 2022

Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the...

 

Wednesday, November 2, 2022

There are a lot of options to consider, depending on your business model You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with partners, and you’ve achieved...

 

Wednesday, November 2, 2022

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income...

 

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Tuesday, October 25, 2022

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet,...

 

Monday, October 10, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

 

Monday, August 8, 2022

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

 

Monday, August 8, 2022

September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or career but may pay little attention to your finances. Getting your financial...

 

Monday, August 8, 2022

Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as "401(k) plans," have become one of the most popular types of employer-sponsored retirement plans.What is a 401(k) plan?A 401(k)...

 

Thursday, July 21, 2022

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

 

Thursday, July 21, 2022

Regardless of what you do or how much you earn, you deal with money on a daily basis. The more you understand about finances, the more effectively you will be able to manage yours.Yet, many people lack financial literacy skills. One...

 

Thursday, July 21, 2022

Investing for your retirement isn't about getting rich quick. More often, it's about having a game plan that you can live with over a long time. You wouldn't expect to be able to play the piano without learning the basics and...

 

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

 

Monday, June 13, 2022

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial...

 

Monday, June 13, 2022

Social wellness refers to the relationships you have and how you interact with others. It involves building and maintaining positive, supportive relationships and fostering meaningful connections.If you prioritize becoming socially...

 

Monday, June 13, 2022

The golden rule of financial planning: if you can plan it, you can pursue it.Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing basic human freedoms. But true freedom includes...

 

Wednesday, May 18, 2022

 

Wednesday, May 18, 2022

 

Wednesday, April 13, 2022

 

Wednesday, April 13, 2022

 

Wednesday, March 16, 2022

 

Wednesday, March 16, 2022

 

Monday, February 14, 2022

 

Tuesday, February 1, 2022

 

Thursday, January 20, 2022

 

Thursday, January 20, 2022

 

Monday, December 20, 2021

 

Monday, December 20, 2021

 

Friday, November 19, 2021

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...

 

Friday, November 19, 2021

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to...

 

Thursday, October 21, 2021

Many people are familiar with the scammers who promise to pay millions of dollars in exchange for briefly holding funds in your bank account or those who offer to enhance certain body parts risk-free. Today's scammers are clever at...

 

Thursday, October 21, 2021

It may be easy to forget we're nearing the end of the year. Even during the busy end of year rush, it's a good time to reevaluate your 2021 finances and turn an eye toward 2022. What can you do now to potentially improve and streamline...

 

Wednesday, September 15, 2021

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....

 

Wednesday, September 15, 2021

One of the most important pieces of the college financing puzzle is the Free Application for Federal Student Aid (FAFSA). Without the FAFSA, a college student is unlikely to be able to apply for or receive certain types of federal...

 

Sunday, July 25, 2021

Imagine your reaction to the following scene: You return home from work one night to find your teenage daughter running gleefully about with a letter in her hand. When you calm her down, she tells you that she has just been accepted to...

 

Sunday, July 11, 2021

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore. Judy’s...

 

Friday, July 2, 2021

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...

 

Friday, June 25, 2021

If you’re lucky enough to live near a farmer’s market, you know the value in perusing aisle after aisle of freshly-made baked goods, locally-grown produce, and expertly-prepared meats and cheeses. Oftentimes there are...

 

Friday, May 28, 2021

Corporate wellness programs have been key tools in improving productivity, employee retention, and creating a more desirable corporate culture. While many companies have put a strong focus on physical wellness plans, many are just...

 

Friday, May 21, 2021

From opting for metal or rubber straws in lieu of disposable ones to saying goodbye to a daily commute by working remotely, sustainable living is a hot topic for many households. But living a more sustainable life isn't just good for...

 

Wednesday, May 12, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial...

 

Tuesday, May 11, 2021

After a busy life on the farm, you may be looking at the next steps and addressing how you plan to pass on the property, land, and assets that you worked so hard throughout your life for. While many people may feel they do not need an...

 

Monday, May 10, 2021

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...

 

Thursday, May 6, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....