Unsure When to Claim Social Security? Timing Has Its Benefits
For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in
To Keep or Not to Keep: A Guide to Common Records-Retention Questions
Living in an increasingly paperless world has its benefits, but when it comes to records retention, does it make a difference? Sure, digital recordkeeping on the cloud means more storage space, easy access, and less
Tips for teaching your children about money
Do your children act like money grows on trees? If they observe you effortlessly pulling out the credit card for every purchase or they play video games where they can buy accessories for avatars, it’s
Answering your biggest questions on the SECURE Act
It’s already 2020. Once again, the holidays were a blur—and, once again, Congress passed significant legislation at the last minute. This time, it was the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which
Charitable gifting strategies for the season of gifting
For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation or gift, however, it’s important to choose the
New IRS Withholding Tool
As a taxpayer, were you disappointed by your 2018 tax return? Perhaps you found out that you owed taxes because your paycheck withholdings were insufficient. Or maybe your refund was smaller than you anticipated. Due
You’ve Been Hacked or Spoofed: Now What?
Unfortunately, many of us who become victim to any sort of information security breach won’t know until someone else tells us. For example, we might get a message or call from a friend asking why
Navigating the Maze of Student Loan Repayment Options
Graduating from college is certainly cause for celebration! But for many graduates, earning a higher education degree has left them with sizable student loan debt. Fortunately, there are a variety of repayment choices available—from consolidation
Mastering Financial Aid Eligibility
For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to determine the