hillary7456 days ago2 minHow To Be a Responsible Credit Card UserNo need to be afraid of credit cards—if you use them wisely. Follow these guidelines to help you charge responsibly. Credit cards are a...
hillary745Apr 132 minDo You Consider Taxes as You Invest?A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A...
hillary745Apr 61 minRight CapitalWhat is it? Is it RIGHT for you? See your financial goals. Are you on track for things like buying a house, retirement, or saving for...
hillary745Mar 232 minLooking at Annuities? Here’s What to Know as You Consider Your Choices.It is said that annuities aren’t bought, they’re sold . That means, not many people go shopping with the intention of buying an...
hillary745Mar 212 minHow Tax-Loss Harvesting May Help Lower Your Tax BillA volatile year in the financial markets can create opportunities for reducing your taxable income. Many investors use the closing months...
hillary745Mar 82 minGifts & Taxes: What to Know Before You GiveYou can be generous with your loved ones without running afoul of the rules. One way many individuals try to avoid estate and inheritance...
hillary745Feb 232 minWomen seek retirement confidence after COVID setbacksA crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
hillary745Feb 183 minFlexible Spending AccountsOur friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
hillary745Feb 153 minRetirees May Keep More Savings Under New GuidelinesAccording to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...
hillary745Feb 92 minWays to Maximize Your 401(k)A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
hillary745Feb 73 minIf You Are Close to Retirement, Here Are Five Steps You Must Take Now.There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....
hillary745Jan 272 minNational Data Privacy Day - January 28thYour devices make it easy to connect to the world around you, but they can also pack a lot of info about you and your friends and family,...
hillary745Jan 92 minHow Much Higher Can Treasury Yields Go?Coming into 2021, we expected Treasury yields to move higher. And they did. Higher inflation expectations, less involvement in the bond...
hillary745Jan 31 minOutlook 2022 - Staying in the Zone We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
hillary745Dec 16, 20213 minTime to Tune-Up Your Financial PlanThere are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
hillary745Dec 13, 20212 minOutlook 2022Passing the Baton - Presented by LPL Research Our resurgent economy grew at over a 6% pace in the first half of the year and is on track...
hillary745Dec 9, 20212 minHigh-Net-Worth Individuals and Charitable GivingBenevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745Nov 23, 20214 minHoliday Shopping - Things to Remember on Black Friday and Cyber MondayGreat information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
hillary745Nov 16, 20212 minLOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEKQUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
hillary745Oct 27, 20213 minSmart Investments Can Pay Off Down The RoadLooking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...