Rightsizing or Downsizing Pre-Retirement
If you’re thinking about downsizing or right-sizing your home prior to retirement, you’re not alone. Watch for insights on how selling your home can affect your finances.
College Application and Financial Aid Calendar
Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
529 plans are a favored way to save for college. A new law streamlines the FAFSA and makes changes to the formula that’s used to calculate financial aid eligibility.
Money Lessons for College Students
How are you preparing your children for lifelong financial success through their college experience?
Stock Market Risks in the Spotlight
Take a closer look at some specific types of investment risk that could influence individual stock prices and/or cause broader stock market swings during the second half of 2021.
Traits of Millionaire Women
How does a millionaire woman look? Well, millionaires – women and men – come in all shapes and sizes.
Beneficiary Planning: What You Need to Know
Designating a beneficiary on retirement accounts is one of the most important—yet
one of the most frequently neglected—retirement and financial planning tasks.
Mortgage and Debt Rules of Thumb
Borrowing is convenient, allowing you to purchase big-ticket items with less out-of-pocket cash. But how much mortgage debt can you afford?
Five Money Tips: Shopping for a Mortgage
Shopping for a mortgage can be daunting. Follow these five tips to help you find a suitable mortgage for your circumstances.
Family Financial Wellness
What is family financial wellness? Simply put, it is how you and your family, together, prepare for the future.