5 min read
Is doom spending throwing shade on your future?
Practicing healthy spending and saving habits can help you reach your goals and prepare for the future. While saving and spending are two conflicting principles, it’s all about striking a balance. But how do you achieve this equilibrium?
Americans are turning a shoulder to saving and instead spending beyond their means and may be piling up debt. The short answer is to feel better now, with perhaps a tinge of ‘you only live once’ mixed in. There is even an aptly named term for this behavior: Doom Spending.
5 min read
What is retirement income and how to create a plan for yours
By building retirement income that’s from diverse sources, you’ll can help ensure you’re able to fund your post-work years.
4 min read
7 doable steps to help you create a will
A list of assets and an executor are just two of the things you need to help you create a will.
3 min read
What will Social Security look like when you retire?
Planning for retirement includes lots of considerations, including how Social Security may change over time.
5 min read
Should you pay off debt with your retirement account?
Be sure to understand all the consequences that could come from using your retirement account savings to pay off debt.
Retirement planning for millennials: How to get started and make progress
There are hurdles for millennials to save for retirement, but there are also steps that can help ensure retirement savings for people in their 30s and 40s becomes a habit.
5 min read
Who is eligible for Social Security and spousal, and survivorship benefits?
A range of people, including current and former spouses and dependent children, may be eligible for Social Security benefits.
7 min read
At what age should I take Social Security?
Here are key factors that come into play when you’re considering the best age to file for your Social Security retirement benefits.
11 min read
Personalized financial planning explained step-by-step
Create a personalized financial plan, start-to-finish, for all your financial goals, with tools and resources to help you succeed, including tips on investing beyond your 401(k).
What is an HSA and what are the benefits of an HSA?
A health savings account (commonly called an HSA) offers tax benefits for today, and an opportunity to invest and grow your savings for the future. Here’s how it works.