Managing your finances can be a real chore, but organizing your income, expenses, investments and other financial files can significantly contribute to your financial success, allow you to access important documents and ensure that your loved ones can find the right paperwork when you’re gone.
Figuring out what kind of life insurance you need can be complex. To make sure…
The start of a new year is a good time to review your current financial situation and take steps to successfully manage and secure the health of your financial life, now and in the future. This process is known as financial wellness. Here are some ways to achieve it.
If it’s your first time shopping for life insurance, there’s a good chance you may not know which option is the right one for you. Finding the best match requires some homework before you make your choice. Here’s a breakdown of the various life insurance options to help you figure out which one fits best.
American consumers’ top three financial concerns are health coverage, savings goals, and living expenses. What if we told you their fourth financial concern, life insurance, had the potential to solve for the first three?
Whether you’re ready for retirement income or not, IRS rules require that you start drawing down your savings from certain types of accounts when you reach a certain age. Unfortunately, navigating IRS rules can be a lot like a puzzle, especially when it comes to figuring out required minimum distributions (RMDs). Here are some tips on how to handle them.
The key to establishing financial wellness is to build good habits. This often means making some behavior changes in your life. It isn’t always easy to make adjustments in your life, but with some planning you can take small steps toward achieving your goals. Here are 4 ways to start.
When it comes to New Year’s resolutions, the “doing it” part is always harder than the “wanting to do it” part. Most people who make New Year’s resolutions tend to abandon their goals with the first couple of months. To buck the trend and stick to your resolutions in 2020, here are some tips that can help.
An emergency situation can easily upend your life if you aren’t prepared. To prevent dramatic and lasting effects on your future, you need to do some planning and saving to help you get through a financial disaster.
2020 is almost here and you’re probably thinking about the financial resolutions you want to make, like saving more money or paying off your car. But sticking to those resolutions isn’t always easy. That’s why you need a plan. Here are a few, practical resolutions that you can achieve with simple preparation.