Blog

9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.

Buying a Home
Women and Wealth:Buying a HomeWhen people talk about the American Dream and what it means to them, buying a house is often near the top of the list. However, the care and responsibilities of owning a home can sometimes be overlooked: You’re not only buying the house...

Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.

Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.

Strategies for Managing Student Loan Debt
Strategies for Managing Student Loan DebtIf college were a party, then student loans are the hangover. Unfortunately, the "hair of the dog" won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended as...

Retirement Questions That Have Nothing to Do With Money
Retirement Questions That Have Nothing to Do With MoneyPreparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to...

The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.

Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.
Social Security Fairness Act’s New Chapter
Social Security Fairness Act's New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP) and the...