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  • business people with pens writing a retirement plan
    Investing

    Fri. Apr 08, 2022

    Nuts and Bolts - How to Roll Over Your Employer Retirement Plan Assets

    4 min read

    There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer's retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.1
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  • calculating debt repayment strategies
    Debt

    Mon. Apr 04, 2022

    Debt Repayment Strategies - the Avalanche and Snowball Methods

    3 min read

    A majority of people in the U.S. have some form of debt. These include but aren’t limited to student loans, credit cards and personal loans. With so many debts to keep track of, how is one supposed to pay anything off? Simple – a debt repayment strategy!
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  • couple arguing about finances
    Financial Advice

    Mon. Mar 28, 2022

    What is Financial Infidelity? Avoid Making Money Relationship Mistakes

    3 min read

    Trust and communication are key to a successful relationship, especially when it comes to finances. When a partner in a relationship isn’t completely honest about money, they’re likely committing financial infidelity.
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  • tax time notebook and coffee
    Financial Advice

    Mon. Mar 21, 2022

    Preparing for Taxes: 12 Months to Financial Fitness

    2 min read

    The deadline to file your income taxes is April 18, 2022! If you’ve been dragging your feet on filling, or looking for a place to start, read more in our most recent blog in the 12 Months to Financial Fitness series.
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  • older couple on the beach with dog
    Retirement
    Investing
    Budgeting

    Mon. Mar 14, 2022

    5 Common Retirement Mistakes to Avoid

    3 min read

    Retirement planning is tough and full of never-ending questions. Am I saving too much or too little? When should I retire? Am I claiming social security too early? The list goes on and on, and it's enough to make your head spin. Here are some mistakes to avoid to make retirement planning simpler.
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  • Puntaje de crédito
    Financial Advice

    Mon. Mar 07, 2022

    ¿De qué se compone un puntaje de crédito?

    3 min read

    El puntaje de crédito es una de las métricas más importantes en el mundo de las finanzas. Las instituciones financieras utilizan este número de tres dígitos para analizar cuán probable es que un prestamista pague sus deudas. Compañías como FICO determinan este número analizando ciertos factores relacionado a las líneas de créditos y préstamos.
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  • The Roth 401(k)
    Investing

    Wed. Mar 02, 2022

    The Roth 401(K)

    7 min read

    Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.
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  • older couple in a home
    Home Financing

    Mon. Feb 28, 2022

    Downsizing: Should You Move to a Smaller Home?

    3 min read

    Is it time to move to a smaller home? Downsizing is a viable option for those looking to scale down or save money.
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  • notebook writing budget
    Budgeting

    Mon. Feb 21, 2022

    How to Build a Budget: 12 Months to Financial Fitness

    4 min read

    With January behind us, as well as a better understanding of our spending, it’s time to build the budget we’ll be using for the rest of the year.
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