As the humanitarian crisis in Ukraine has reminded us, when disaster strikes, people spring into action to help. Providing medical aid, shelter and meals to injured and displaced civilians is of great help. For those of us who are unable to help in person, it can be hard to know how best to …

During periods of crisis, cyber criminals often increase their attacks, taking advantage of chaos to pry information from unsuspecting victims. Here are some steps you can take during these turbulent times to protect your identity and finances online:

Getting married or divorced, having or adopting a child and retiring are significant milestones in life. These “qualified life events,” may permit you to make adjustments to the benefits you receive through your employer or other provider. If you’ve recently experienced a life event, review …

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As the humanitarian crisis in Ukraine has reminded us, when disaster strikes, people spring into action to help. Providing medical aid, shelter and meals to injured and displaced civilians is of great help. For those of us who are unable to help in person, it can be hard to know how best to …

During periods of crisis, cyber criminals often increase their attacks, taking advantage of chaos to pry information from unsuspecting victims. Here are some steps you can take during these turbulent times to protect your identity and finances online:

Getting married or divorced, having or adopting a child and retiring are significant milestones in life. These “qualified life events,” may permit you to make adjustments to the benefits you receive through your employer or other provider. If you’ve recently experienced a life event, review …

Are you on track to achieve your retirement savings goals? It’s important to establish a target savings amount and regularly make retirement plan contributions. It’s also vital to regularly check your progress so you know if you are on the right track. Should you determine that you are falli…

Saving for retirement can be an abstract concept. It’s something we all know we should do, but the farther away we are from it, the easier it is to delay making it a priority – especially when we have other financial commitments on the horizon. If you find you are talking yourself out of sav…

Financial planning can help you gain a better understanding of where you are at financially, how to prepare for challenges that may be ahead, and how to plan for where you want to go. If you do not have a financial plan prepared for you or your family, a financial advisor can help. Here are …

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If you own a second home that you occasionally use as a vacation getaway, you may have an untapped source of income. It’s worth taking the time to understand the value of renting the property. Before you make any decision to become a “vacation landlord,” remember that some decisions are wort…

Many of us take advantage of a new year to turn over a new leaf. This can include everything from starting a new exercise regimen to committing to cooking more at home. It’s also a prime time to assess your current financial situation and take concrete steps to improve it. 

It’s no secret that many American parents want to support their kids by paying for their college education. According to recent research from Student Loan Hero, 92% of parents today have already paid for or plan to assist with these costs. Furthermore, 68% say they would consider withdrawing…

As 2021 winds down, it’s a good time to assess opportunities to trim this year’s tax bill. Waiting until you begin to work on your tax return in early 2022 will be too late to save in most cases. So, you should plan now, before 2021 comes to an end. Consider if any of these actions make sens…

The holidays can push budgets past their limit as people do more entertaining, attend more events, dine out and participate in gift exchanges. Whether you’re gathering in person or celebrating at a distance this year, it will be tempting to overspend. Here are some tips to help you plan for …

At this time of year, current Medicare beneficiaries have the option to make changes in their coverage. The so-called Medicare Open Enrollment period runs from October 15 to December 7. If you’re enrolled in Medicare, this is an opportunity for you to make adjustments to your plan that will …

The decision to leave a job and stay home with children is often a difficult one. During the COVID-19 pandemic, there was a rise in stay-at-home parents often fueled more by necessity than by choice. As some parents now re-enter the workforce, others are considering their options. With a new…

If you are expecting or have recently added a child to your family, you have likely begun making big plans for the future. One of the most important aspects to consider while preparing for your new arrival is how your financial habits, responsibilities and goals might change. Here are seven …

Budgeting and financial planning are two terms that are easily confused. Both apply to personal finances and both are activities that can help you be financially successful now and in the future. Yet, while the two go hand-in-hand, they are not the same. Here are ways they differ and how the…

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Does this sound familiar? As fast as money comes in, it goes out the door again in pursuit of the next “must have” purchase. Such spending habits can take a toll on plans to build up savings for the future. The key is finding a balance between immediate gratification and long-term financial …

In the fall, many employers offer an open enrollment period – a window of time to select your benefits package for the coming year. It’s easy to overlook this opportunity and maintain the status quo, but this could be a costly mistake given the significant role benefits play in your financia…

The tight labor market is enticing many people to evaluate options to start a new career. If you’re among those who plan to quit your current role in search of a better opportunity, it’s important to consider how doing so could affect your finances. Here are some things to think about before…

Retirement marks the end of a chapter in your career and the start of a new lifestyle. This unique transition can bring a myriad of emotions, most commonly ones of excitement and apprehension. If you’re pondering retiring in the next year or so, here are five tips to help you transition smoothly.

Do you own shares of stock, or other assets like mutual funds, that have appreciated in value in recent years? If the stock is held in a taxable account, a decision to sell shares at some point in the future may result in a taxable gain.