For some people, managing money may feel like walking on a tightrope, juggling endless expenses. But with accountability, you can turn managing money into a positive endeavor. Accountability in finance refers to being responsible enough to track, manage and optimize your spending and savings. Here are some ideas to...
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing specific actions. Some actions are time-sensitive, but others can occur anytime throughout the...
What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who turn to a financial professional with one goal in mind:...
RETIREMENTREAD TIME: 4 MIN How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider....
Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn’t have just one meaning because it can mean something different to each person. Financial wellness is a broad term that encompasses these key areas: Taking control of your...
2020 has been a year unlike any during our lifetimes with the COVID-19 pandemic and a poor economy. Many have been impacted with lay-offs and job losses and realize they were unprepared financially. With the start of a New Year, are you ready to focus on ways to improve your...
As we enter a new year, many are hopeful that 2021 will be positively different from 2020 in health, the environment, and the economy. In the wealth management industry, we know things are already different as we see more Americans wanting to plan for their futures. Our parents and...
COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving them front and center for those saving for retirement and those already retired: Healthcare costs. With the Affordable...
As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19. A recent study by TD Ameritrade, the COVID-19 and Retirement Study conducted from April 24th through May...
COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The tax filing deadline change is part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors. Additionally, the closure of Social Security offices, IRS tax...