savings

Making the Most of Your Tax Return

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return. 

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years. 

Living the Dream: How to Plan for Your Ideal Retirement

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.

Video: Why Financial Professionals are Still Important

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

Understanding Exchange-Traded Funds

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

How to Finance Your Dream Car

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your everyday commute, errands and travel, you probably have dreams of driving a car that’s fun, sporty and luxurious.

Should My Child Go Back to College Next Semester?

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to online learning. Many people were laid off and furloughed with no financial backup plan. And now we’re facing the tough decision of whether to send our kids back to school in the upcoming semester. 

4 Education Investment Accounts to Grow College Savings

Are you anxious about rising higher education costs?

Video: Easy Ways to Financial Health

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

What are the Benefits of Saving Early?

For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have gotten their first good-paying job. The mantra of these young professional men and women is often to want to spend instead of saving, and it might be time that changed.

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