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Can You Spot the Scam? Common Financial Fraud Warning Signs
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...
Read MoreYour 2021 Year-End Planning Checklist
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...
Read MoreUnderstanding the Estate Planning Process
It is common for people to put off planning their estates. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is...
Read MoreFinancial Planning at Every Age
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....
Read MorePreparing to Meet with a Mortgage Broker
The home buying process is rewarding, but also tedious. In fact, deciding that you’re interested in purchasing a house is just the first step. Where do you turn next? Consider making an appointment to meet with a mortgage broker....
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Life Insurance Changing Times, Changing Needs
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...
Read MoreTaxpayer Appreciation Day—Recognizing Taxpayers' Contributions
Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...
Read MoreOptimizing the Home for Virtual Classrooms
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...
Read MoreTop Factors That Can Affect Your Insurance Rates
Between health, life, auto, disability, and homeowner/renter insurance, paying to insure your belongings--and yourself--can be a significant portion of your monthly budget. However, some of the factors that impact insurance rates are...
Read MoreRethinking Social Wellness for Your Employees
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...
Read MoreHow to Stay Committed to Your Financial Goals
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...
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