Social Security’s Role In Retirement
Only 33% of today’s pre-retirees expect that social security will be a major source of retirement income – nearly 67% of retirees say Social Security is their major source of income.
Charitable Giving Strategies
Everyone aspires to leave the world a better place, sometimes that means planning a more defined approach to their charitable giving strategy.
Medicare Open Enrollment
If you’re on Medicare, put an X on your calendar for October 15th, and mark another X for December 7th. This is the open enrollment period for existing Medicare enrollees who want to make changes to their coverage, and those changes go into effect beginning on January 1st, 2024.
Personal Finance Numbers To Know
With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.
QUIZ: HISTORY OF MONEY
How much do you know about money—not about what money can buy but about the history of money in the U.S.? Take this short quiz, and let’s see if you get stumped!
NOT ALL MUNICIPAL BONDS ARE CREATED EQUAL
Some investors take an interest in municipal bonds when they learn about the potential tax advantages they offer. But it’s important to remember that not all municipal bonds are created equal, and the tax treatment of one can be much different than the tax treatment of another.
DO I NEED A BUDGET?
“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.
BACK TO SCHOOL: THE APPEAL OF A 529 PLAN
Paying for the cost of college is a critical financial goal for many families. Both students and their parents believe college is an important investment that can create opportunities.
