Women Face Challenges in a Post-Pandemic World

Now that the U.S. economy is picking up steam, women need to re-examine their retirement planning strategies. If you need to make up lost ground, consider the following tips.
Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the “base effect” to blame?
Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.
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.