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estate planning

Estate planning for your digital assets

What will happen to your Facebook account when you die? What about all your photos shared on social media, your texts with loved ones, or documents on cloud-storage systems? In just the two-year period from 2012 to 2014, humans produced more data than in all of the human civilization before that – and the pace is only accelerating.

Work from Home

Check Out These Working From Home Tips

As the threat of the coronavirus swept through the nation in March, many businesses sent their workers home, and now, as fall looms around the corner, many people are continuing to work from home. If you’re working home longer than expected, you are not alone. Want to make the best of this new situation? Check out these tips.

financial planning for every stage of life

What Gen Xers, Millennials, and Baby Boomers Need to Know About Financial Planning?

The fallout of the COVID-19 pandemic has made the need for a healthy savings account clearer than ever. Even before the pandemic, the U.S. Federal Reserve estimated that nearly 40 percent of Americans didn’t have enough set aside to cover an unplanned $400 expense.1 But how can you set aside funds for a rainy day without stretching your budget beyond its limits?

Three Steps to Build Your Savings

The fallout of the COVID-19 pandemic has made the need for a healthy savings account clearer than ever. Even before the pandemic, the U.S. Federal Reserve estimated that nearly 40 percent of Americans didn’t have enough set aside to cover an unplanned $400 expense.1 But how can you set aside funds for a rainy day without stretching your budget beyond its limits?

Smart Investing to Reduce the Bite of Taxes

As tax season comes to a close, you realize exactly how much you paid in taxes and naturally will ask the question, “what can I do to reduce my taxes next year?” The very short and simple answer to this question is to consider a portfolio of low-fee, thoughtfully constructed, index mutual funds or exchange-traded funds. Yet not all of them do the job for you. Here’s how to find the right ones.

National Life Insurance Awareness Month

September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know.

529 Plans vs. Other College Savings Options

529 plans can be a great way to save for college, but they’re not the only way. When you’re investing in a major goal like education, it makes sense to be familiar with all of your options.

Preparing For Your Next 401(k) Open Enrollment

Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability coverage, and dependent care benefits. Often, missing this open enrollment deadline can mean forgoing benefits for the next year, absent a change in circumstances like marriage, divorce, job loss, or the birth of a child. Don’t let open enrollment catch you by surprise this year. Review the factors listed below to ensure that you’re taking full advantage of your retirement options.

Back to School: Getting Your Financial House in Order

The abrupt end to the 2019-2020 school year in many parts of the U.S. left parents and students alike struggling to establish healthy routines. As many students prepare to head back to the classroom (or the remote classroom) this fall, what steps can parents take now to get their houses in order? Learn how dependent care accounts, 529 accounts, and other savings vehicles can help you financially prepare for your student’s future.

A Nike-Inspired Checklist to Help You Plan

Whether you’re a millennial, baby boomer, Gen X or Gen Z, you face financial questions besides just getting through to the next payday. Here’s a simple two-step Nike-inspired checklist to help you start planning with your money.

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