Summer Reading List for Personal Finances
Since it’s summer and reading lists are top of mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver or even a…
6 Financial Tips for New Dads
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities…
6 Ways to Use Your Tax Refund
Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve been craving might be running through your mind. However, as unexciting as this sounds, you might want to spend this…
April is Financial Literacy Month: How Much Do You Know?
What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003, when some U.S. legislators got together and…
March Financial To-Do List
Ready or not, spring is right around the corner, and it’s the perfect time to get in fiscal shape for the rest of the year. However, tax preparation isn’t the only thing to put on your list. Here…
Your February Financial To-Do List
January has come and gone. You may or may not have stuck to your resolutions, but the good news is that February is here. Now is the perfect time to hunker down and get your monetary ducks in a row. Here are a few things to put on your…
How a No-Spend January Can Kickstart Your New Year
Here we go again. The new year is approaching and those resolutions are staring us in the face – and the most common? Saving money. In fact, according to…
4 Smart Ways to Maximize Your IRA Contributions
Unless you’re near retirement, chances are you’re depositing a certain amount of cash each year in your IRA at tax time, then kind of forgetting about it, not thinking much about it until the next year. This dynamic can cost you a lot of…
7 Smart Saving Strategies for Retirement
Next year, something called Peak 65 is happening. This moniker refers to the fact that more Americans will reach the traditional retirement age of 65 in the same year than at any time in history. Crazy…
How to Organize Your Tax Documents
Since tax time isn’t until next April, organizing your documents right about now might not be top of mind, or even something you want to do. However, if you don’t want to have to scramble come springtime, you might want to…