Stocks, stock market, stock exchange… you may be wondering what it all means. If you’re just starting out thinking about investing, it’s important to understand the different types of securities in which you can invest. Let’s break down what this means.
Did you know there are people out there who enjoy filing their taxes? I promise, it’s real. Someone I know considers it, and I quote, a “fun game to try to lower my tax bill.” What?! Then there’s the rest of us, who just want our annual April torture ritual to end.
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It often feels like we can’t spend 5 minutes online without encountering a story about cryptocurrency. We often read about teenagers who became overnight millionaires from meme coins, or see a “buy the dip” trend on Twitter because Bitcoin plunged 5%. What makes cryptocurrency so appealing to its supporters and, at the same time, so speculative to other investors? Read on to find out.
Starting out can be scary. Whether you’re just starting out your career post graduation, starting out in a new city, or starting out in a new job, we’ve compiled resources that will help you through the transition.
Made for anyone who is starting a career, is gaining more financial flexibility, or is starting to plan for bigger life decisions.
Made for anyone who is approaching retirement, needs help withdrawing from retirement savings, or is thinking about healthcare and life changes in retirement.
Made for anyone who is well into their career, is looking to establish a stronger financial foundation or shore up their finances even further, or is facing larger financial decisions: sending kids to college, caring for aging parents, approaching retirement.
Ever feel like you’re stuck on your current rung of the corporate ladder? Maybe you’ve been in the same position for a while and are looking to increase your skills, responsibilities, experience, or salary.... Maybe you’re ready for a change, or maybe just a change in approach? What moves can you make? Let’s look at some options that can get you movin’ on up.
Whether you've done it a million times or maybe this is your first time, moving is an exciting and stressful time! In addition to packing boxes and buying new furniture, there are various financial considerations to be made. We've done the "heavy lifting" (pun intended) to help identify what you'll need to know before signing your new lease or buying a new home in a new city or state.
The cost of raising a child is no joke! The average cost for a middle-income family to raise a child through age 17 is approximately $284,570 (including projected inflation of 2.2%), not including college.
As rewarding and life-affirming as it is to have a child, a lot of planning and preparation is required as well. You probably have a million things on your mind from diapers to car seats, but preparing financially will make one less thing you need to worry about. Here’s what you should consider before welcoming your new addition.
Dealing with debt is a challenge that most of us will face. We’re wired to feel guilt when we owe money. Not all debt is bad, however.
Whether you’re starting your first job, or your fourth or fifth, we’ll walk you through the things you should consider when starting a new job.
Ever wish you could reap the benefits of taxes, but not actually have to file them? Um, me too. Like, every year. But being more familiar with the facets of filing taxes can make the beast much less scary.
Mortgages, auto loans, student loans, credit cards... debt is not uncommon.
Your credit score is a number between 300-850 that lenders use to determine your creditworthiness, or the likelihood that you will repay a loan. The higher the score, the better you are in the eyes of the lenders.
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Debt. Your financial four-letter word. Whether you’re carrying student loans, credit card debt or car loans, you’re not alone. You may be feeling overwhelmed (or face it, in denial - I've been there) about your debt, but addressing it now will lead you to freedom sooner.
Estate Planning is not just for the wealthy. A properly executed estate plan can greatly reduce stress and administrative hurdles for your grieving survivors should something happen to you. Planning your estate in advance will help make sure your savings and other assets are distributed as you intend.
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As you approach retirement, having an estate plan in place is critical. Dangers of not having an estate plan include unclear direction if you are medically incapacitated, your family losing their inheritance to the probate process, and inadvertently leaving someone out of an inheritance.
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