An important part of being married is sitting down together and talking about your finances. Whether you are a newlywed or you know newlyweds who are looking for insights, these tips can help get the conversation started.
Read More
If you have missed the April deadline to file your taxes, don't panic — you can easily get back on track.
Here's a quick overview of the potential penalties for filing late and what to do after the deadline to avoid or minimize them. If you know someone who is struggling this tax season, forward this email to share these helpful tips.
Read More
When people decide to add a trust to their estate plan, they're often surprised to find out how many types there are to consider.
So how can you know which is best for you? In truth, there is no one-size-fits-all answer, and each individual's needs are unique.
Some retirement expenses are easy to plan for. You’ve probably considered how your healthcare needs may change, or whether living expenses may be higher or lower than before.
But some aspects of retirement aren’t obvious in your working years — and many savings strategies don’t incorporate them as a result.
Here are a few expenses you can plan for that may change during retirement:
Read More
At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter.
Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking the entire cryptocurrency market. The case is still unfolding, but both FTX’s and Enron’s downfalls offer important lessons for professional and personal finance alike.
Read More
Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather.
It’s food for thought regarding how we approach our savings strategy: Is it flexible enough to withstand the occasional economic storm?
Read More