Our Insights
Nine Steps to Raising Money-Smart Kids
Taking children through real-life transactions can help them learn the value of money and the need to manage their finances properly. Encourage youngsters to earn money in addition to their allowances and to learn about prices.
Organizing Your Financial Records
Keeping financial records in order helps alleviate much of the stress of living in an increasingly complex society. We all play several roles as children, parents, spouses, partners, investors, citizens, and employers, each with its own trail of paper. This information will assist you in organizing your records
Reducing Debt Takes Commitment and Patience
Debt is something that no one wants, yet nearly everyone has it. It is simple to enter and difficult to exit. The good news is that there are actions you can take to manage and overcome your debt, regardless of its source or quantity.
Creating a Household Budget
According to statistics, money is the most common source of household stress. That being said, many people need a mechanism to track where their money goes after it enters the house. Keeping track of spending is critical to developing a family budget, so you can understand your patterns and spend more sensibly.
Managing Your 401(k) Through A Job Transition
When transitioning jobs, consider the implications for your old 401(k) carefully. Preserving the tax benefits of your investments may substantially improve your ability to grow your wealth over time.
Exploring Your Healthcare Options in Retirement
While you were working, you likely relied on employer insurance. After retiring your options will be different and this requires attentive planning and cost analysis.
Should Congress Consider Canceling Student Loan Interest?
Congress continues to debate whether to cancel student loan debt.