6 Newly Married Money Questions

Newly Married. The journey together begins. In sickness and in health, for richer or poorer. Wait. Poorer? Newlyweds, this is a friendly heads-up—or just a reminder–to talk about money in your relationship. If you haven’t had these talks yet, now is the time to start. 1. Where do you stand financially? Getting organized is all…

Read More

Millennials and Saving

We talk a lot about saving and retirement planning, especially for those nearing the long-awaited retirement chapter. But before these retirees get there, financial planning needs to begin years beforehand, and this applies to us, the age group called millennials. Defined as those born after 1981, many in this 20-something camp are busy worrying about…

Read More

3 Financial Questions to test your Financial Knowledge

Can You Correctly Answer These Three Financial Questions? Survey Says Probably Not During April, it’s National Financial Literacy Month and across the country, numerous efforts take place to increase the awareness. Regardless of your age or investment experience, studies show the earlier you begin learning these skills, the better. Now that we’ve flipped the calendar…

Read More

Tips for Paying Off Student Debt

Congratulations Class of 2014! What an accomplishment. And also a second congratulations needs to go out as you are the highest indebted class in history. According to an analysis of government data by Mark Kantrowitz, publisher at Edvisors, this year’s graduate has an average student-loan debt of $33,000. Factor in inflation adjustments and that’s almost…

Read More

401K Savings on the Rise But Is it Enough to Retire

401K Savings Are on the Rise In this past week amid a slew of earnings reports, an FOMC meeting and lots of economic numbers, Fidelity Investments released a new report on retirement savings. Compiled from the data of 13 million active and retired employees over 21,000 retirement plans, it included good news and provided a…

Read More

Is it time to Retire?

Ask yourself these questions Now that summer is approaching, the allure of golf, vacation or spending time with your family is very high. Maybe you have a big birthday coming up (yep, 65) and now you’re pondering whether now is the time to retire. But before you take the plunge, you may want to ask…

Read More