1,664 results found
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7 Surprising Money ‘Rules’ Most People Don’t Know (But Should)
There's more to money management than setting a budget. Here are seven lesser-known tips to help you save money and spend smart.
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3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
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Data Secure Apps Offer Bank Customers Peace of Mind
Making mobile deposits. Checking account balances. Paying bills. Consumers have embraced online banking via their mobile banking apps. Yet one in five (21%) U.
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SECURE Act: How it Can Affect Your Estate Planning
When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
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6 Tips to Build Your Savings with Student Loans
Are you one of the many people who make financial resolutions every New Year? If so, congratulations! Whether your goal is to pay off debt, increase
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A Guide To Determine How Much To Save Each Month
Most of us know it’s important to save, and understand saving money for the future is a critical action step to achieving goals, being able to retire, and building assets. But things quickly go from the very obvious to rather uncertain when you start talking about how much you need to save each month. Determining how m
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A Midyear Legal Checkup For Small Business Owners
Too often, entrepreneurs take a reactive approach to reviewing the legal aspects of their business. But that can lead to avoidable liability risks, missed opportunities, and a less-than-ideal tax scenario. When business owners adopt a “don’t fix it unless it’s broken” mindset, they may not recognize ways they can impro
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Are You Really Prepared To Weather A Recession?
In this Sept. 16, 2008 file photo, people work inside the Lehman Brothers headquarters in New York. Shoppers won’t be picking up little tables from the Bombay Company in the coming year. Or investing with Lehman Brothers and Bear Stearns. Or flying to Hawaii on Aloha Airlines. Or buying ultra-cheap tickets on Skybus ei
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Benefits of Opening a Pre-Tax Retirement Plan
Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi
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Building a Home? This Could Be Your Biggest Budget Buster
When you build a home, your builder will give you an up-front quote for the cost of construction.