Our Recent Articles

Financial Planning

5 Ways to Give Your Finances a $pring Cleaning

Spring is here! Time to get your finances in shipshape condition. Here are five ideas to get you started.   Check your credit reports. While you’re reviewing your expenses and debts in order to see how you are faring in terms of staying within your personal budget, make sure that there aren’t any expenses or debts on your credit report…
Bond Risk

Interest rates, bond prices and inflation are related. Here’s how.

The Federal Reserve “Part of the mission given to the Federal Reserve by Congress is to keep prices stable–that is, to keep prices from rising or falling too quickly. The Federal Reserve sees a rate of inflation of 2 percent per year–as measured by a particular price index, called the price index for personal consumption expenditures–as the right amount of…
Financial Planning

7 Tips to Resolve Financial Issues Between Couples

No matter how long you have been together, financial issues can wreak havoc on a committed relationship. According to Investopedia, some of the top money issues between partners include money/personality style clashes, debt, personal spending, children, and extended family differences. When couples don’t agree about spending and saving habits, it can lead to stress, arguments and resentment. Here are seven…
Legislation
5 Highlights of the New Stimulus Package
Financial Planning
2021 Limits for IRAs, 401(k)s and More
Financial Planning
10 Reasons You Need a Financial Plan
Retirement
How Rich Do You Have to Be in Order to Retire?
Financial Planning
7 Money Moves to Consider This July
Retirement
How COVID-19 Has Impacted Retirement Confidence
Financial Planning
How a Furlough (or Layoff) Affects Your Finances…and Retirement
Legislation
The CARES Act: 10 Things You Should Know
Retirement
Clearing Up Confusion About RMDs