Credit Cards versus Debit Cards
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is...
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How to Start Investing
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not...
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Avoiding Retirement Woes
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running...
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Planned Giving Goes Further
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support...
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How to Protect Your Personal Data Online
Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability...
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AICPA Highlights 5 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be...
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Why Diversifying Your Portfolio is Important
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is...
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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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