Tax season is right around the corner, and if you’re like most Americans, you’re probably starting to pull together the resources you need to assemble your return. That process can be stressful. You want to make sure that your return is accurate and that you’re minimizing your tax obligations. That can be easier said than […]
According to a 2013 study from the Certified Financial Planner Board of Standards, most Americans can be grouped into one of four categories when it comes to determining how they approach financial planning. One of the groups consists of “comprehensive planners,” which includes individuals who evaluate every aspect of their finances in their planning. The […]
Common resolutions include things like losing weight or quitting a bad habit like smoking. You may resolve to keep in better contact with family and friends or perhaps perform better at work. As you’re sorting through potential resolutions, don’t forget about retirement planning. Nearly two-thirds of Americans say they are concerned about not having enough […]
Do you have millennial grandchildren? Perhaps more than any other generation, millennials are heavily influenced by technology. They grew up with access to the internet, cellphones and other technology that previous generations could never have imagined. Millennials are sometimes generalized as being entitled and self-focused. However, their relationship with technology has given them a unique […]