Tax Refund? Here's How You Could Spend It
While the tax deadline may still be more than a month away, the idea of getting money back is something many look forward to even before our taxes are filed.
Money Management News Articles
How to Stick to Your Financial Plan
If you’ve already created your financial plan, you know that it takes quite a bit of work to determine your objectives, a budget, and the overall roadmap to help you achieve your short and long-term goals. If you’ve put your plan into motion and are working it, then you also know how difficult it can be to stick to it day in and day out. But
Time to Review Social Security Filing Strategies
In early November, Congress and President Obama signed into law the “Bipartisan Budget Act of 2015” that will change the strategies some retirees will use when filing for Social Security benefits.
The ABCs of IRAs
The ABCs of IRAs If you want to retire someday, and enjoy a comfortable lifestyle when you do, consider opening an individual retirement account (IRA) now. There are several types of IRAs but the two most common are traditional IRAs and Roth IRAs. Both offer excellent tax advantages, as well as the benefit of compounding interest on the money you contribute
Understanding the Basics of Investing
If you’re in the beginning stages of thinking about how to invest, what to invest, where to invest and when to invest, you’re probably a little overwhelmed. That’s perfectly normal. There are a lot of options when it comes to using your money to increase your wealth. First, before discussing those options, it’s important to
Leaving a Legacy of Financial Fitness
If you’re a parent, you’ve probably dreamed about passing many things on to your children. Whether it’s your core value and belief system, your strong work ethic, or your passion for 19th century impressionist artwork, you want to leave them with at least a small part of you. Here’s something else you’ll want to pass down to
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
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