The Current
Tips for Creating a Strong Password

Tips for Creating a Strong Password

A strong password is a crucial step in keeping your private information, well private. Passwords that are too simple, too short, or use easy to find information, like your birthday, can be easily hacked. So what type of passwords should you use? DO 1. Have a password you can easily
Read More
What to Keep and What to Shred?

What to Keep and What to Shred?

Now is the perfect time to organize important documents and financial statements, but where do you start? It’s hard to know what’s okay to shred and what you may need to keep for the future. We’ve made it easy by compiling a list to take out the guesswork. Keep Forever
Read More
Details on the Tax Deadline Extension

Details on the Tax Deadline Extension

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes owed for 2019.1 Beyond these important details,
Read More
The SECURE Act

The SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for
Read More
The IRA and the 401(k)

The IRA and the 401(k)

How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here is a look at the features, merits, and demerits of each account, starting with what they have in common.
Read More
wind patterns in sand

Facts about Retirement

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you. Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken aback when they discover this. In addition to the
Read More
Have you budgeted for retirement?

Have you budgeted for retirement?

Run the numbers There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the financial professional you know and trust) and take a look
Read More
Protecting Your Account and Identity

Protecting Your Account and Identity

Since 2013, there have been over 14 billion data breaches where data has been lost or stolen. It’s normal to think it won’t happen to you, but the reality is that we put our information at risk if we aren’t diligent about seeking tools for protection. Amid the latest Equifax
Read More
Scroll to Top