November and December can be hectic. You may be making travel plans, shopping for gifts, or preparing your home for visitors. However, in the midst of this hustle and bustle, it's important to pause and take stock of your financial situation. The end of the year can be an especially crucial time for tax planning. [...]
If you're someone who struggles with anxiety, your morning may go something like this: You wake up and immediately begin reviewing the previous day. You stress over a presentation that went poorly or something you said while at happy hour with a co-worker. Your mind starts to fill with self-doubting statements, and already, the day [...]
"I just get so anxious. I don't even want to look at my budget," a friend once told me, relaying her difficulty with sticking to a spending plan. She told me she worries about spending too much money, and as a result, will often avoid looking at her budget or avoid long-term planning. Additionally, [...]
Between hitting the beach, barbequing, or going to the zoo, summer can be an expensive time of year. Instead of scaling back on your favorite activities, consider these tips for saving money while still enjoying some traditional summer pastimes. Be a smart sunscreen shopper. You don't need to buy expensive name-brand sunscreen to protect your [...]
You might be ready to spend your summer on the road, but before you head to the airport, take some precautions to ensure your vacation isn't muddied by financial crises. Clean out your wallet. Bring the credit cards you plan to use and a debit/ATM card to withdraw cash. Leave the rest of your cards [...]
Summer is upon us, and while your children or grandchildren work their way through their own summer reading list, it might be time to create your own. Vacations and other free time during the summer are great opportunities to hone your financial knowledge. Besides, personal finance books make for the best beach reads! Your Medical [...]
April is Financial Literacy Month, which means it is a fantastic time to review your finances and get a clearer picture of your current financial situation! You might be thinking, "That sounds like a lot of work..." But there are many small steps you can take to better understand debt, credit scores, and a variety [...]
For those considering claiming Social Security, remember that, starting April 30, two claiming strategies will no longer be viable. The first is File and Suspend. With this strategy, you could claim spousal benefits based on Social Security. You would then immediately suspend your individual benefits, which would continue to grow until you turn 70. Your [...]
As the weather warms and the days get longer, you may be enjoying some more nights out on the town, buying some new clothes, or planning some trips. It's certainly an exciting season — a refreshing new beginning after winter — but it can also be financially straining. According to Gallup, consumers reported spending up [...]
Social Security is a valuable source of retirement income that protects against inflation, market volatility, and longevity. For many, it's their only guaranteed retirement income; however, many do not think to develop a Social Security filing strategy in order to maximize their benefits. Some think, I can  just talk to a representative with the Social Security [...]
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