Blog

Shred, Save, or Toss? How to Handle Your Financial Documents
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

Financially Savvy Home Renovations: Plan, Budget, and Build
Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Spring Clean Your Finances: 5 Easy Steps to Get Organized
Spring cleaning isn’t just about your closet. This season, take the opportunity to reset your financial life, align your goals, and create a more organized path forward. A little effort now can set you up for success.

Why Reviewing Your Social Security Statement Matters and How to Get Started
Social Security plays a vital role in retirement, and your statement is the roadmap. Use it to plan smarter, verify earnings, and protect your financial future.

Streamline Your Digital Life: Smart Strategies for Managing Subscriptions
How much are your subscriptions really costing you? You might be surprised to learn the answer. Discover simple ways to regain control of your digital life and your wallet.

How Couples Can Benefit from Regular Money Dates
Ready to turn your financial stresses into a joint success story? Schedule a money date to navigate your finances as a team. Check out our guide on setting the right tone for a fruitful financial future together.

From Budgeting to Credit Monitoring: Essential Apps for Financial Wellness
Boost your financial literacy and health with apps tailored to track spending, save for goals, and monitor your credit score. Learn how leveraging these tools can make managing your finances easier and help you make smarter money decisions.

Stay Organized in Retirement with This Month-by-Month Financial Checklist
Embrace your retirement with confidence! Our guide provides a month-by-month checklist to help you manage your finances so you can enjoy every moment of your retirement years without worry.

How an Annual Credit Report Review Can Bolster Your Financial Health
Regularly reviewing your credit report is crucial for maintaining financial health. It provides insight into your financial behaviors and can help you spot fraud early. Keeping an eye on your credit helps ensure you’re ready for life’s big decisions.

Are You Prepared to Be an Empty Nester?
As children leave home for college or careers, parents face the transition to an empty nest. This is an opportunity to reassess financial plans, embrace new hobbies, and repurpose your home to enhance your new lifestyle.

Beat Investment Anxiety: How to Stay Calm in Volatile Markets
Feeling overwhelmed by market noise? Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.

Overcoming Negativity Bias in Your Personal Finance Journey
Discover how negativity bias affects financial decision-making and learn strategies to maintain a positive perspective.

Relocating for Family: A Parent's Guide to Making the Right Choice
Thinking of relocating for the sake of your kids? Learn what you need to consider before making the move to a new home or town.

Mastering the Basics of Money Management
Elevate your financial well-being by mastering money management basics! From creating a budget to managing credit and saving for emergencies, discover how taking control of your finances can lead to confidence and future prosperity.

Navigating Tax Season Scams: How to Protect Yourself from Fraud
Falling prey to tax scams can happen to anyone, but you can minimize the risk with the right precautions. Learn about the common tactics scammers use and the steps to protect yourself.

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)
A HELOC can be a useful option thanks to its easy access and flexibility, from funding renovations to consolidating debt. But before you borrow against your home, consider the pros and cons.

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year
Sick of the annual tax scramble? Discover how to simplify tax time and eliminate the frustration of disorganization.

How Understanding Your Money Personality Can Shape Your Financial Journey
The way we relate to money has deep-rooted patterns. Shedding light on your money personality can offer a fresh perspective on your financial roadmap.

Taming the Money Monster: Strategies for Addressing Financial Anxiety
Financial stress is a serious source of anxiety for many people. Regardless of income level, money concerns are a leading cause of worry and tension in the everyday lives of Americans.