Blog
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...
4 Steps to Protecting a Child with Disabilities
4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special...
Red Flags for Tax Auditors
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
What If Your Kids Decide Against College?
As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.