As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement.
When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.
Financial wellness is easier to work toward when a business owner understands their economic outlook and has set financial goals to take them through the next 5 to 10 years.
For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year's resolutions that may help you get your new year off to a great start.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
It’s the most wonderful time of year. The holiday season is upon us, and no matter what festivity you participate in, there is a good chance that you might once again watch the timeless Dr. Seuss classic, The Grinch Who Stole Christmas.
Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services. While large corporations may be responsible for a large portion of the donated funds, small businesses also make a large impact with their contributions.
The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress. From buying gifts to hosting parties and traveling to see loved ones, plus filling up a cabinet with booze, expenses can quickly add up, leaving many overwhelmed.
With the increasing amount of personal information shared and stored online, it’s crucial to take proactive steps to protect yourself. Here are a few essential tips to help you safeguard your sensitive data and maintain your digital privacy.
Although achieving your financial goals is more challenging than following a step-by-step recipe, a few common ingredients and preparation methods may help improve your ability to manage financial resources. Here is one recipe for a tasty Financial Dish.
Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation. Here are some investment options for veterans and military members to consider.
As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets. Here are three steps you may take when planning the end of the tax year and preparing for the next one.
Year-end financial planning can help you assess your family’s financial situation, identify areas for improvement, and set achievable goals for the future. Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.
You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.
The National Women's Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual revenue. To aid in these impressive efforts, many governmental and private organizations have committed to improving the resources and aid available to women-owned businesses.
With several past and present events involving the White House, data breaches, or classified documents being leaked, the importance of safeguarding confidential information often comes into sharp focus. Of course the unauthorized release of classified information can have serious consequences for national security, as well as for the individuals involved, but so can the release of your classified documents – whatever they may be.
Discussing charitable giving with family members helps them to understand how meaningful it is to you, the importance of altruism for the betterment of society, and how participating in philanthropy as a family can help bring everybody together with financial responsibilities, especially regarding generational wealth. There are several benefits that come with charitable giving. These include:
Don’t let disorganization become one of your biggest money problems. For various financial accounts, holdings, investments, loans, tax returns, and other arrangements, you need to gather account information and relevant contacts. If you’re wondering why it’s worth taking the time to get all this info in one place, just think of the people you love.
Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with proper preparation and a proactive approach, you can navigate the tax filing season with confidence. Here are a few valuable tips to help you effectively deal with the IRS and make the tax filing process smoother.
This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.
