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If you’ve paid attention to headlines lately, you might not be feeling too optimistic about the future of the economy. Many analysts are predicting a recession which could begin next year, and some predictions appear dramatic. But is the situation really that bad? And how can you prepare for a…
In times of high inflation and rising interest rates, one thing you’ll want to avoid is credit card debt. Carrying high balances on your cards will erode your spending budget over time, but this can impact your retirement satisfaction, too. No one is saying to refrain from credit card use…
Most of us dream of living debt-free someday. In particular, it would feel great to live in a paid-for home. And hopefully you’ll get there! But if you’re faced with a windfall of cash, paying off your mortgage might not be the best idea. And here’s why. All debts are…
Your retirement account is designed to provide income to you throughout your retirement years. But in the event that you pass away prematurely, what will become of your money? Your spouse or another beneficiary will inherit it, but did you know that they could owe considerable taxes on that inheritance?…
It’s that time of year again! Most of us dread having to gather the necessary paperwork and file our income tax returns, but for some there is a nice surprise waiting at the end. It is possible you will receive a sizable tax refund. It’s tempting to blow the whole…
Ask anyone how the pandemic has changed their life, and you will likely hear a long list of complaints about the negative impacts. Yes, most of us can count a number of ways that the situation has changed our lives in unfortunate or disappointing ways. But as it turns out,…
We often focus on retirement planning within our blogs. Those in their thirties might think of retirement or financial planning as something that only older people think about. But now that you’ve established a career, it’s your turn! You’re making some money; now it’s time to manage it wisely. These…
You might already be aware that the pandemic prompted something called the Great Resignation. Millions of American workers packed up and bid farewell to their employers in response to numerous changes that occurred over the past year and a half. But did you realize that many of those resigned workers…
The past year hasn’t exactly been fun for any of us. Aside from the obvious toll of the pandemic, we’ve all changed the way we live and work to some degree. But the good news is that some of those changes might actually benefit your budget, so maybe you shouldn’t…
While nothing has been decided just yet, it looks likely that Congress will soon pass sweeping tax law changes. With most of these changes revolving around taxes on higher incomes and estate taxes, those in the upper tax brackets should probably prepare to make some adjustments to their strategies. The…
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