How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
5 Steps for Handling an Unexpected Tax Bill
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.
You May Spend Thousands on Healthcare This Year. Can an HSA or HRA Help?
The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs?
January Is National Financial Wellness Month
January is Financial Wellness Month, a time to check-in with your financial strategy.
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Who Will Control Your Social Security Income If You Become Unable to Manage Your Finances? The Answer May Surprise You.
What would occur if you or a loved one who receives these benefits become mentally or physically incapable of managing the money? Did you know that the SSA now gives you the ability to make an advance designation of who you would like to assume these duties? You are now able to choose up to three designees that you trust to handle your benefits in the future if the need arises.