Blog
Planning for the Costs of Alzheimer's and Dementia Care
Advanced financial planning for long-term Alzheimer's and dementia care can provide peace of mind and enable you to focus on what matters most – the well-being of your loved one.
What Every Parent Should Know About Buying Their Teenager a Car
It's a big decision to buy a car for your teenager, and it's important to weigh all the factors involved. Our latest article provides valuable insights on the financial and safety implications, setting a budget, and discussing the responsibilities of car ownership with your teen.
6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill
Implementing these tax strategies can help you keep more money in your pocket come tax time.
5 Benefits to Consolidating Your Investment Accounts with a Financial Advisor
Tired of juggling multiple investment accounts and struggling to keep track of all your statements and tax forms? Consolidating your investment accounts with a financial advisor can make managing your finances much easier.
Making a Difference: How to Organize a Fundraiser for Your Cause
If you’re thinking of holding a fundraiser for a cause you care about, it’s important to get organized and plan ahead if you want your event to be a success.
A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
Receiving a financial windfall, whether it's a surprise inheritance, a lottery win, or a legal settlement, can be both exciting and overwhelming. It's natural to feel a rush of emotion and to want to spend the money right away, but it's important to take a step back and think about how to be smart with your windfall.
Opportunity Costs of Early and Late Retirement
To many, retiring early may seem like a dream come true, but it can come with its own set of challenges and drawbacks. On the other hand, retiring late also has its own unique pros and cons.
Financial Planning in the Face of a Terminal Illness
The job of financial planning is to help prepare your finances for the challenges and opportunities that lie ahead, even if one of those challenges is a terminal illness. Here’s guidance on steps you can take to get your affairs in order should you face that diagnosis.
How to Know if It's Time to Downsize Your Home
The decision of whether or not to downsize their house is one that many retirees and pre-retirees face. And while you may be emotionally attached to the home where you raised your family, there are many benefits that downsizing can offer.
How to Negotiate a Raise at Work
Asking for a raise without proper preparations isn’t likely to work, and it can even backfire on you. Here’s how to make a persuasive case and inspire the best possible outcome when negotiating a raise at work.
Should You Join the FIRE Movement?
The FIRE (Financial Independence, Retire Early) movement is gaining momentum among people who are willing to make drastic changes to their lifestyle in exchange for an early retirement. Here’s what you need to know to decide if it’s right for you.
How to Avoid Repeating the Money Mistakes of the Past
Whether you grew up wealthy, poor, or middle class, you learned your money beliefs from your family. Learn what to do to keep from repeating your parent's money mistakes.
Reimagining Retirement in the 21st Century
Longer life expectancies and more flexible work options have made retiring in your early 60s less of a necessity than it was for generations past.
How to Invest Your Energy Wisely for Greater Personal and Professional Returns
Are you spending your energy wisely? How you spend your limited energy determines just how much you get out of life, both personally and professionally.
How to Get the Most Out of Your Flexible Spending Account
Do you use your employer-sponsored flexible spending account (FSA)? Be sure you understand the rules to maximize your benefits and avoid losing money on unspent funds.
5 Reassuring Facts Around Market Volatility
With the recent and prolonged market volatility and economic uncertainty, many investors are feeling nervous. These five facts will help you calm your nerves and focus on your long-term plan.
When to Make Big Purchases for the Best Discount
Ready to make a major purchase? One way to get a significant discount on big-ticket items is to time your purchase right.
The Benefits of Early Tax Planning
When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.
Year-End Checklist for Maximizing Your Total Compensation
You don’t need to hit the jackpot to create financial security and prepare for the future. If you make smart decisions, exercise discipline, and tap into the resources offered by your employer, your 9-to-5 can be a source for wealth building.
How to Prevent Theft and Losses Due to Burglaries
You deserve to feel safe and secure, especially in your own home. Use common sense and the tips we offer here to reduce your chances of becoming the victim of a theft or burglary.