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A 2024 survey found that only a third of U.S. workers age 50 and older feel that their savings contributions have them on track to enjoy a comfortable retirement.

The Office of Federal Student Aid (FSA) will resume collections of defaulted student loans on Monday, May 5th 2025. Learn more about a defaulted loan, possible involuntary collections, and what this means for you.

Having easy access to credit goes hand in hand with having a good credit score, so it's important to know how to maintain a positive credit score and credit history. Learn how credit scores are calculated and how to increase your score!

Americans are still confused and misinformed about what it means to be rich. The biggest secret to accumulating wealth is that there really is no big secret. So, if you want to be wealthy, what should you actually be doing?

The Social Security Administration is implementing tighter identity-proofing measures, which will force participants to use an online portal or visit a field office. Learn what you need to do NOW before restrictions begin on March 31, 2025.

Economists and consumers fear inflation and short-term price increases following new tariff policies. The long-term economic effect will depend on how much is used as a negotiating tool and how much turns into long-term policy.

Asset allocation strategies vary by investor, but most agree that a volatile market is not the best time to try to beat the market. Instead, Individual investors should rely on classic investment principles that have proven effective.

January is Financial Wellness Awareness Month! It's time to slow down, regroup, and plan for a great 2025. If you need some direction on where to start, here are 10 things you can do now to invest in your financial future.

Reviewing financial numbers can feel overwhelming—which ones matter the most? Don't worry. We've compiled the key takeaways to keep you informed about changes that affect you and your family.

Your life insurance needs change as your life changes. Here are some things to consider (income, expenses, family needs, and estate needs) when determining the appropriate life insurance coverage for you and your family.

Investing can be daunting, whether you are experienced or a beginner. Here are eight quotes (and eight insights) to help you make good investment decisions.

Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5% in 2025. Learn how you can access your COLA notice and claim these benefits!

Make the 2025 tax process a little easier by considering these 8 potential tax moves before the end of the year. April you will be grateful.

After 18 months of an expected recession driven by inflation, the Federal Reserve reduced rates by 50 bp yesterday signaling an end to the worst inflation in over 50 years. Consensus is mixed on what the rate cut signals.

It's official: Social Security recipients will get a 3.2% raise in 2024 from the Social Security Administration.

When the market is rising, buying stocks feels like a sure way to grow your wealth. During rising markets, no one questions the enthusiasm of market participation.

The holiday season encourages gratitude and charitable giving. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs).

To meet your financial goals, identifying the type of spender you are can be very helpful. Are you the Amasser, Spender, Hoarder, Avoider, or Money Monk? Find out now!

Today, President Biden signed the American Rescue Plan Act of 2021, which makes all student loan forgiveness tax-free for borrowers. Normally, the cancellation of debt is treated like income to the borrower. The amount of cancelled...

Today is shaping up to be a record day in the market during a record month in politics during a record year in history. If today’s gains hold, the Dow will cross 30,000 for the first time.

We begin the last two weeks of September with stock market drops amid a slowing economy and declining sentiment regarding our nation's ability to control the spread of Covid-19 sufficiently enough to enable businesses to fully reopen...

As the country reopens, the state of the nation, the recovery and the future feel as uncertain as ever. Amidst the social unrest arising from ongoing racial injustice and inequality, market uncertainty fueling continued volatility and...

Last week we were headed for the worst week in the markets since the Great Depression. This week we are on target to have the best week in the markets since the Great Depression. What does it mean for Today? We cannot time the market....

How quickly life has changed. The current economic climate is one of those rare, once in a lifetime occurrences with no clear roadmap. Here is some health and financial advice to help you protect yourself and your family.

Attached is a summary of the current Covid-19 cases in the US with NYC continuing to evolve as the epicenter of the outbreak and cases in all 50 states continuing to grow.

Today has been another tumultuous time in the market with the Dow closing down nearly 6.5%--some perspective may be helpful. President Trump was elected in November, 2016. At that time, the Dow Jones Industrial Average was roughly 18...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new...

1/15/2020 4th Quarter 2019 Estimated Tax Payment DueIf you are self-employed or have other fourth-quarter income that requires you to pay quarterly estimated taxes, get them postmarked by January 15, 2020 tax deadline. 4/15/2020...

How Long Will It Take to Double My Money? Before making any investment decision, one of the key elements you face is working out the real rate of return on your investment. Compound interest is critical to investment growth.

As you may have heard in the news, Charles Schwab and TD Ameritrade have reached an agreement for Schwab to acquire TD Ameritrade. The combined company will retain the Schwab name, and will reflect the best that each legacy firm has to...