All News Articles

Money Management

Back to School Without Breaking the Bank

It’s that time of year again when summer winds down and both you and your kids gear up for back-to-school shopping. According to the National Retail Federation, families with school-age children spent an estimated $635.00 on back-to-school supplies, clothing, shoes and electronics last year. That’s a lot of money. Before you take out a second

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Savings

Better Ways to Save Money

Have you been stuffing money in your piggy bank or hiding it under your mattress? Before you squirrel away another cent, you need to know there’s a better, smarter and more secure way to save (and grow) your money. With several types of accounts from which to choose, you simply need to compare each of them and understand which ones are best suited to

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Money Management

Planning for a Sound Financial Future

Regardless of your age or where you are along the path of your life, one thing is certain—you are constantly moving toward your future. And if you want those years ahead to be as comfortable as possible, then now’s the time to implement a solid financial plan. Make the Plan Creating a financial plan requires a close look at your current

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Money Management

Millennials Struggling With Debt, Financial Literacy

MADISON, Wis. — Millennials are struggling with debt, monthly payments and understanding financial offerings, according to a new study from the Filene Research Institute. The report, Gen Y Personal Finances: A Crisis of Confidence and Capability, paints a picture of the typical Millennial having a significant amount of debt and struggling to meet

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General

Retirement/Estate Planning Seminar Being Planned

Thanks to those of you who completed our survey about topics you are interested in. We are excited to begin offering more information about the topics you've suggested. Many of you are interested in retirement and/or estate planning, so Tru Direction, Inc. is in the planning stages of a free seminar that will be accessible to our members online to cover

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General

Smart Ways to Pay for College

Saving for college is one of the three largest financial events most people will face in their lifetime. It ranks right up there with buying a home and putting money away for retirement. Just like any long-term financial strategy, the sooner a college savings plan is implemented, the easier it is to budget for contributions, and the longer the money will

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Money Management

A Road Map to Retirement Planning

Whether retirement is right around the corner or many miles ahead, financial security should be waiting to greet you when you reach your destination. Preparing for a comfortable retirement isn’t an easy or familiar path for most people. It takes years of planning, working, saving and sacrificing. But if you truly want to enjoy all of the amenities

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General

Top tips every taxpayer should know about identity theft

Identity theft starts when someone's personal information is stolen or lost. Identity thieves may then use a taxpayer's identity to fraudulently file a tax return and claim a refund. The legitimate taxpayer may be unaware that anything has happened until they file their return later in the filing season and discover two returns have been filed using the

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