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        1. Remote work is here to stay. Are you ready to embrace the shift?
          Nearly two years into the pandemic, remote flexibility is more than a preference for many workers — it’s a central concern for them as they plan their
        2. What Could Improve Women's Retirement Outlook
          There’s bad news and so-so news about the retirement insecurity of American female workers in the new Aegon Retirement Readiness Survey 2019. But the good news is that if employers, the U. S. government, financial advisers and those workers take a few key steps, today’s cloudy retirement prospects for women could becom
        3. 4 reasons why millennials need life insurance
          - If you’re a millennial, the chances you’ve already invested in a private life insurance policy are probably pretty low. The share of Americans
        4. 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
        5. Rent Is Going Up: 3 Ways to Keep Your Finances on Track
          There's no doubt about it: Rent is going up across much of the country. According to the Consumer Price Index, costs for shelter rose 8% over the past
        6. The Soaring Cost of Homeowners Insurance Just Broke Another Record
          The cost of homeowners insurance in parts of the country is at record highs.The article explains why and how some homeowners are coping
        7. What to Know About Mortgage Escrow Accounts
          When you finance your home with a mortgage, your lender will likely require you to maintain an escrow account. With this setup, a portion of your monthly mortgage payment is set aside to cover your annual property taxes and home insurance premiums.
        8. What New Grads Should Know About Money
          One of the most common things I often hear from people after one of our financial wellness workshops is how much they wish they had learned about personal finance when they were younger.
        9. Is one of your New Year’s resolutions to
          Is one of your New Year’s resolutions to handle your money better in 2022? The secret is a budget… according to a Debt.com survey, 88% of people
        10. Inflation is seen as the stock market's boogeyman as the economy recovers. We asked 3 experts if the fears are warranted - or if concerns are overblown.
          Core PCE (personal consumption expenditures), rose to 3.5% in the first quarter, marking its second-fastest pace of growth since 2011. Fed chair Jerome Powell says inflation is "transitory" and will pass once economic activity normalizes. We asked three experts if they stand with Powell or believe inflation might be a