Blog
Financial Management for Couples: When a Spender and a Saver Fall in Love
Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children, relationships can be filled with tricky financial situations. Even trickier is if you and your partner have different...
Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...
Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing...
Common Investor Biases and How They Can Impact Your Finances
We all have different philosophies when it comes to investing our money. Some of us prefer to manage our investments ourselves, while others may want advice from a professional. Regardless of how you manage your money, we’re all human. Which is to say, we all have...
The Risk of Reverse Dollar-Cost Averaging for Retirees
After a lifetime of working, retirement is a time that we should be able to relax and enjoy ourselves. Unfortunately, retirement is stressful for many people simply because of the financial implications of living on a limited budget and keeping a close eye on...
Selling Your Home After Retirement: The Benefits of Downsizing
If you’re nearing retirement age, you’re probably thinking about what life will look like once you’ve stopped working full time. There are many benefits to retiring—like more time to spend on your hobbies and with people you love—but there’s also the uncertainty of...
The Pros and Cons of Investing in a 529 Plan for College
If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best...
Passive Income Investments: How to Make Your Money Work for You
Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort. While...
Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning...
The Pros and Cons of Investment Apps
Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most investing can be done online—there are even apps to help you. From apps to help you save your spare change to stock...