News

12
Apr

Equal Pay Day

Created by the National Committee on Pay Equity (NCPE) in 1996, Equal Pay Day highlights the gap between men’s and women’s wages. This gap often requires women to work longer than men for the same amount of pay. As a result, women may struggle financially or find themselves reliant on others to meet their financial goals.

5
Apr

What You Should Know About the 2021 Tax Season

Due to the pandemic and Coronavirus Aid, Relief, and Economic Security (CARES) Act, the 2021 tax season may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to potentially avoid costly mistakes. Here’s what you need to know for the unique 2021 tax season:

29
Mar

What You Need to Know About the Continued Booming Housing Market

We’re in the middle of a global pandemic, so why booming housing market? After all, the economy is down, and countless Americans are struggling with their finances. After all, the economy is down, and countless Americans are struggling with their finances. Let’s take a closer look at several of the many reasons the housing market is so hot during these

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22
Mar

How to Prepare for Retirement in a Post-COVID Era

If the coronavirus pandemic has taken a toll on your finances, you may need to rethink your retirement strategy if you’ve lost your job, work part-time, or transitioned to a lower paying job. Here are some tips that may help you prepare for retirement and create a financially secure future in a post-COVID era.

15
Mar

Women and Retirement

When it comes to retirement, women can experience more challenges saving for retirement than men. Some of these challenges include leaving the workforce to care for children or other family members and lower pay or challenges in finding full-time employment.

8
Mar

Retirement Income Planning 101

When it comes to retirement and retirement income, you probably know that saving for it as early as possible is essential. This way, you can tap into the power of compound interest and build a healthy nest egg for your future.

1
Mar

How to Prepare for Tax Season

Tax season is fast approaching! If you’re hiring a Certified Public Accountant (CPA), accountant, or other tax professional to handle your taxes, you still have to do some work. It’s your responsibility to gather certain documents so that your tax pro has everything they need to file your return.

22
Feb

Financial Aid Awareness Month Tips and Ideas

February is Financial Aid Awareness Month. Its purpose is to provide important information to students and their families about financial aid. If you have children or grandchildren who plan to attain higher education after high school, now is the perfect time to increase your knowledge about the college funding process.

8
Feb

How the New President May Affect Your Finances

In honor of President’s Day on February 15th, it may be a good idea to discuss with your financial professional how our new president, Joe Biden, may affect your finances, taxes, and retirement. Meeting with your financial professional will enable you to prepare accordingly for the next four years and beyond. Here’s a brief overview of what Biden has in

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8
Feb

Protect Your Loved Ones with Life Insurance

This Valentine’s Day, you owe it to yourself to show your loved ones just how much they mean to you. By investing in life insurance, you can protect your loved ones. At its core, life insurance helps protect your family from financial hardship in the event you unexpectedly pass away.