The 7 Wonders of Your Own Town
You don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own backyard. Exploring your community can strengthen connections, spark curiosity, and create memories without the cost or hassle of travel. Here are seven ways to start: 1. Seek out the landmarksVisit the […]
How Upbringing Shapes Your Money Mindset
Your investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The way you think about money, the risks you take, the risks you avoid, often trace back to lessons you didn’t even know you were learning as a kid. Scarcity vs. Abundance […]
Retiree Viewing Guide: Shows Worth Your Time
Retirement often opens up something many of us didn’t have before…time. And more retirees are treating their screen time with the same care they give to travel plans or reading lists. Whether you’re after thoughtful storytelling, eye-opening documentaries, or something to share with friends, the right show can feel like a new adventure, or at […]
How to Fire Old Financial Habits
You’ve advanced in your career. You’re earning more and managing the responsibilities that come with success. Yet maybe you’ve maintained some financial habits that you should have left behind. These habits are often rooted in past visions of security or achievement. But if the conditions have changed, it’s worth asking whether the behavior still fits. […]
Social Security Miscalculation on TurboTax
If you filed your taxes this year using TurboTax and you receive Social Security benefits, it’s worth taking a moment to double-check your return. A recent software issue in TurboTax caused some Social Security income to be miscalculated — specifically how much was considered taxable. While not all users were impacted, this glitch could result […]
Spring Clean Your Finances
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of your financial situation throughout the year. Whether you need to overhaul your budget, assess your credit standing, or get a better handle on your investments, stick to these 8 daily […]
Teach Children About Money
Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar. Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday […]
Lessons in Buyer’s Remorse
We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps the item doesn’t live up to your expectations. That sinking feeling? It’s called buyer’s remorse, and there are a variety of reasons why we experience it: The truth is, buyer’s remorse […]
Having the “Money Talk” with Aging Parents
Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road. By talking openly about money, you ensure both their future and yours are secure, prevent potential disputes, and help in […]
Financial Conversation Tips for Couples
Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals. How to talk […]
