Gifting Stocks and Bonds
Looking to share your wealth, benefit your loved ones, or teach a child about investing? Gifting stocks and bonds can be a great way to give your...
Financial Education (22)
Controlling Holiday Spending
While the spirit of the season can fill your heart with joy, it can also quickly empty your wallet. There are ways to enjoy the holidays and give to...
What to Do When Your Credit Card is Compromised
Though you try to protect your vital information when shopping online, the risk of having your credit card information compromised is higher than...
Protecting Yourself From Ransomware
Keeping all of your files secure and backing them up may not be something you think of on a daily basis. But with scammers and hackers diligently...
Choosing the Right Health Savings Account
A Health Savings Account (HSA) offers a wealth of benefits. It can help you save on taxes, aid in bolstering your retirement fund, and earn tax-free...
Managing Your Credit Score
Since your credit score is an indicator of your financial standing, it plays a large role in determining your eligibility for loans and favorable...
Do You Need Disability Insurance?
You’re already paying for so many types of insurance coverage — including health, home, and automotive — so you may be hesitant to pay for yet...
How to Have Fun on a Budget
Living on a tight budget doesn’t mean you can’t afford to have fun. Even as you save money, it’s important to treat yourself and enjoy life. Here are...
What is the Four Percent Rule?
If you are on the edge of retirement or a current retiree, you may be familiar with the phrase, the Four Percent Rule. The concept is used to help...
How to Make Family Budgets Fun
Setting spending limits and crunching numbers is not exactly a traditional recipe for family fun. But it is possible to make the process of creating,...
Health Savings Account 101
Medical expenses can extend way beyond the bill you receive from your doctor’s office. If you have a high-deductible health plan, you may be privy to...
Emergency Fund Basics
The COVID-19 pandemic and its economic downturn might have exposed how fragile your finances are. As the economy begins to recover, it’s a good time...