6 Financial Preparations for New Parents
Whether you are thinking of having a child, have one on the way, or are a new parent, you have plenty to think about during this exciting yet hectic time. Here are 6 financial preparations to consider:
What to Do with Your Retirement Plan When Changing Jobs
There are a number of logistical items to consider when changing jobs. If you had a retirement plan at your previous employer, what are your options moving forward with your new employer?
3 Considerations for First-Time Home Buyers
The prospect of owning your own home for the first time is incredibly exciting, yet the decision on whether to buy or rent is not an overnight decision. Here are three basic considerations to help start the process.
Financial Steps to Consider at Any Stage in Life
As you enter a new year or decade of your life, your financial to-do list is constantly evolving with you. Here is a non-comprehensive list of financial steps to consider throughout various life stages.
Healthy Habits: Teaching Kids About Finance
Teaching your kids how to manage financial matters may seem like a mundane thing to discuss with your 4- or 9-year-old. However, here are reasons why it may be beneficial and some ideas to get you started.
Wedding Planning: Financial Preparations for the Big Day
Your wedding day is one of the biggest days of your life—but you may not want to spend years paying off the debt accumulated from it. Here are a few steps to take to keep the cost under control.
The Do's and Don'ts of Saving for College
The benefits of a college education are endless, yet with rising costs of tuition and other expenses, it has become necessary to plan ahead. Here are some tips for saving for college.
5 Ways to Spring-Clean Your Finances
Spring cleaning can extend to a number of different things that could use a little attention and organization, such as your finances. Here are five ways to spring-clean your financial picture this season.
What NOT to Do When Creating a Budget
Budgeting is something we hear about constantly, however, it can be tricky to create a budget you can actually stick to. Read on for a few things NOT to do when creating a budget.
Five Reasons to Consider Working With a Financial Advisor
As your financial picture grows increasingly more complex, receiving the guidance of an experienced professional may be just what you need. Read on for five reasons to consider working with an advisor.
6 Common Financial New Year's Resolutions and How to Stick With Them
37% of Americans made some sort of resolution related to financial matters in 2016. If you are one of the many making a financial resolution for 2017, here are 6 common resolutions and how to stick with them.
Year-End Checklist: Financial Items to Review by December 31st
In the whirlwind of December, the last thing most feel like undertaking in the midst of the holidays is sorting through financial matters. Here's why it may be beneficial to review several items before the year-end.
Getting into the Holiday Spirit: How to Get Involved and Give Back
Americans yet again increased the amount of money they gifted to charitable causes in 2015. With so many resources now available to help choose an organization, giving back is easier than ever.
Financial Considerations to Make Your Vacation Less Stressful
Taking a vacation is a wonderful opportunity to relax, enjoy new scenery and take a break from reality. However, planning for sightseeing and logistical aspects of the trip can overshadow a few necessary financial preparations.
Election 2016—Here We Go Again
Uncertainty regarding the economy and direction of the capital markets is always high during presidential election years. Investor doubts increase as campaign ads and speeches highlight the heated and contentious climate of politics.
Your Online Financial Information: Tips for Keeping It Safe
In the virtual world we live in today, it has become the norm to have large amounts of personal information stored online. In light of recent hacking incidents, it's more important that ever to secure your online details.
Financial To-Do List: College Graduates
The "real world" comes with a lot of expenses. While it may seem manageable, it's best to come up with a game plan to tackle these expenses to avoid becoming overwhelmed.
Brexit: How the Vote Has Affected Markets Globally
The June 23rd vote came as somewhat of a surprise as the markets reacted positively to the upside prior to the vote when polls indicated an increased likelihood that Britain would remain in the EU.
5 Things NOT to do With Your Year-End Bonus
A year-end bonus creates an opportunity to do a lot of things you otherwise might not have been able to, yet it can be extremely tempting to spend it unwisely. Read on for 5 things NOT to do with your bonus.