News

7
Feb

Financial Technology: Delivering Digital Financial Learning

The coronavirus pandemic has motivated many Americans to take full advantage of financial technology. Many are pairing various financial tech solutions to help them improve their financial well-being.

31
Jan

Protect Yourself and Your Assets Through Estate Planning

Basic estate planning is something that everyone should do. Regardless of your age, marital status, and if you’re a parent or not. It is a great way to protect yourself and your assets. According to a 2021 poll by Gallup, slightly half of U.S. adults (46%) have a will that dictates what happens to their assets when they die. Other

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24
Jan

Why Financial Planning Is Essential for Law Enforcement Professionals

Law enforcement can be a rewarding profession, but it often comes with stress, unpredictable work schedules, and financial stress. Although some law enforcement positions offer a pension, often it is not enough to last their lifetime. In addition, many law enforcement professionals do not have another retirement savings plan in place. Also, life insurance carrier options can be limited due

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17
Jan

Data Privacy and Cybersecurity: How to Reduce Your Risk

With billions of people connected through technology delivered through multiple devices, the likelihood of a data privacy security leak and cyber-attacks will not decrease but will continue to increase. Continue on to read more about data privacy and cybersecurity and reducing risk.

10
Jan

8 Financial Goals for the New Year

Writing down your financial goals for this year and having them visible is essential to your success. Much like a written financial plan, you are more likely to follow your financial goals when they are in writing. After you’ve written down your goals, tell others about them, your progress, and your failures to help you be accountable to them. Here

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3
Jan

Backdoor Roth IRA Conversions: What You Need to Know For 2022

Some changes are coming for converting your traditional to a Roth IRA as part of the Build Back Better Bill that the U.S. House approved in November 2021. If you are considering a ‘backdoor’ Roth IRA conversion or are curious about what it is, this article will help you understand the changes coming to this strategy starting in 2022.

27
Dec

January is International Wealth Mentality Month

Becoming wealthy or increasing your existing assets is a common goal many people have. Both can be accomplished when you adopt a wealth mentality by spending less, saving more, and looking for ways to improve your financial situation.

20
Dec

Ready, Set, Save in 2022 with These Simple Tips

There’s no better way to start the New Year than with a list of goals you’d like to achieve. Whether you’re pleased with your current financial situation or wish to improve it, 2022 is a great year to focus on your finances. Here are simple tips to help you save in 2022:

13
Dec

It’s Holiday Season! Is Your Budget Ready?

According to a 2021 forecast from Deloitte, U.S. consumers will spend up to 9% more this holiday season compared to last year. Since holiday season spending doesn’t include just gifting, it’s essential to set your budget now.

6
Dec

December 3rd is National Roof Over Your Head Day

The basic necessity of having a roof over your head is often overlooked. It is essential to having a happy and successful life. National Roof Over Your Head Day is celebrated every year on December 3rd and serves as a reminder of the affordable housing issues in the U.S.