Self-care has been a popular topic in 2020. Have you thought about adding money management to your weekly regimen? With 2021 on the horizon, consider adding it to your New Year’s resolution list.

As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule. However, taking time to make a plan and expand your tax knowledge will often result in paying less tax this year and in future years.

Over the past several years there has been more and more focus on education and careers in science, technology, engineering, and mathematics, often referred to as STEM. It’s no surprise […]

As more women work “side hustles” outside of their regular employment (e.g., Uber, Postmates, Task Rabbit, etc.), there is an opportunity for them to establish their own Solo 401(k) plan, […]

“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A […]

Members of Generation X range from 35 to 49 years old, sandwiched between the Boomers and Millennials, who factor in to create the Gen X Jam. Providing support for family, older and younger, carries substantial financial implications.

At the beginning of every new year, there are many opportunities to reflect on the past year and plan for the year ahead. Whether or not you have made New […]

Certain events in your life are happy and planned – graduations, getting that job, and having a child. Other significant events may be sudden and unexpected – disability, divorce, and […]