Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?
Did you know that August 21st is National Senior Citizens Day? Learn more about the holiday and discover ways to celebrate the older adults in your life, both today and every day!
We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Your home is your safe space, so receiving notice that your home insurance policy is being dropped can be incredibly unsettling. There are ways to ensure you don’t have a lapse in coverage and that you get all your questions answered. Learn more here.
Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the renovations. Here, we share some factors to consider and the invaluable aspects of doing your homework.
What are the top 10 largest university endowments, including both private and public universities? These endowments, often built over decades or even centuries, support an institution's academic mission, fund research, provide scholarships, and ensure its overall financial health.
Are you considering accepting a free credit lock offer? Our latest blog explores the pros and cons, the difference between credit locks and freezes, and provides tips for protecting your credit. Read more!
Freelancing opens up many opportunities for customized retirement plans. Here are some challenges and opportunities to take control of your financial future.
Weddings are a joyous occasion, but they can also be expensive! Here are some helpful tips for budgeting for the big day. What are the top weding expenses to consider?
This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.
This blog will talk about Mental Health Awareness Month, which occurs in May, and share resources for those struggling with mental health.
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.
This blog explains why it’s important to shred sensitive documents and provides tips on how to find a Shred Day event.
This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.
This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.
Our economy and society will change as more and more baby boomers retire.
This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.
The tax season is officially here. If you haven't already, now is the time to get prepared.
This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.