5 Questions to Ask Your Accountant about the New Tax Law
Know the 5 important questions to discuss with your tax preparer to ensure you keep more of what you earned under the new tax law. READ MORE
CREATING A MORE CHARITABLE GIVING PLAN
With Americans donating more than $427 billion to charity in 2018, up 0.7% from a year earlier, philanthropy is alive and well. READ MORE
Pay off your Mortgage or invest
Tips to help you decide whether to pay off your mortgage early or put your money to work elsewhere. READ MORE
HELP YOUR CHILDREN PAY FOR THEIR EDUCATION AND AVOID DEBT
It’s no secret that America has a student debt crisis. READ MORE
Why You Should Care About Interest RateS
How interest rate changes could impact your finances. Get tips on ways to manage interest rate changes. READ MORE
STAYING AHEAD OF INFLATION
Life is made of memorable moments. A child’s graduation or wedding. A weekend getaway reminiscing with old friends. You’re banking on even more moments like these, but are you making the right choices to ensure your savings stretch that far? READ MORE
PROTECTING YOURSELF FROM IDENTITY THEFT
Your savings make more moments possible—the same moments that could be at risk if your identity is stolen. READ MORE
SAVING MONEY IN TODAY’S ECONOMY
When you were growing up, your piggy bank may have served as a constant reminder of the importance of saving money. Savings make more moments possible, like seeing your child graduate from college or closing on a dream home. They also provide an important safety net and are a crucial first step toward building wealth. READ MORE
LADDERING UP CERTIFICATE OF DEPOSIT RETURNS
What moments will your savings make possible? Quiet mornings spent on the deck of your new beach house? A bucket-list trip to the heights of Machu Picchu? Whatever you’re saving for, Certificates of Deposit (CDs)—and by extension CD ladders—can be a smart investment. READ MORE
INVESTING WITH ROBO-ADVISORS
The digital age has ushered in a variety of online services designed to make managing your financial life easier. Topping this list are robo-advisors. Robo-advisors provide automated, algorithm-driven financial planning with little to no human supervision or interaction. READ MORE
MAINTAINING FAVORABLE CREDIT
Your portfolio has been key to helping you capture the moments that matter most, like selling off stock for your kids’ education or investing in your 401(k) to fund your retirement. Surprisingly, what’s good for you might not be so attractive to models that determine your credit score. READ MORE