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    1. 7 Ways To Make The Best Use Of Your Tax Refund
      Did you get a tax refund for 2021? The average is about $3,000 this year.
    2. SECURE Act: How it Can Affect Your Estate Planning
      When Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act — which took effect on Jan. 1, 2020 — it created a mixed bag of benefits and new requirements for Americans saving for retirement. The law was also a way for the government to get access to retirement savings sooner so that mone
    3. International Women’s Day: The History of the Global and U.S. Journey Toward Women’s Financial Independence
      International Women’s Day offers an opportunity to reflect on the long, uneven global journey toward women’s financial autonomy — especially the right
    4. Kids and Money Talk: It matters. Get help
      Talking to kids about money is key to financial success. Parents need to have money discussions and provide children with the tools and knowledge
    5. How Much Savings Do You Actually Need to Feel Financially Secure? Start With These 3 Benchmarks
      For many households, the biggest source of money stress isn't low savings. It's uncertainty.
    6. Making a Charitable
      Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
    7. Choosing a Bank
      Purchasing a practice is one of the most important decisions of your professional life. That’s why the process of building the right team to guide you
    8. Budgeting for a Family
      If you’re expecting your first child, establishing a budget that includes your growing list of expenses is important for helping you manage your
    9. Healthcare Costs Are Going Up: Here's How to Manage Them
      Healthcare has long been a major expense for Americans, and that extends to people with insurance.
    10. Saving for Your Emergency Fund: As Easy as 1-3-6
      Setting money aside in an emergency fund is easier than you might think. Here's how to get started