Year-End 2020 Tax Tips
Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider...
Do You Have a Will?
Although 76% of U.S. adults say having a will is important, only 40% actually have one. The most common excuse is, "I just haven't gotten...
Year End Investment Checklist
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of...
Three Questions to Consider During Open Enrollment
Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan...
Medicare Open Enrollment: It's Time to Review Your Coverage
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage...
Accumulating Funds for Short-Term Goals
Short-term goals typically require a conservative investment approach.
4 Things to Consider Before Refinancing Your Mortgage
A general guideline is not to refinance unless interest rates are at least 2% lower than the rate on your current mortgage.
College Students Grapple With High Costs and Pandemic Impact
Even in normal times, it can be challenging for families to cover college expenses without borrowing money and/or risking their own...
IRS Clarifies COVID-19 Relief for Retirement Savers
The CARES Act passed created several measures designed to help IRA and retirement plan account holders deal with the financial fallout
Student Loan Interest Rates Are Lower Than Ever
For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.
