How long should you hold stocks?
In a few clicks of a button, an investor might become the proud owner of new stock. Researching new stocks can be a hard-but-rewarding endeavor. And once a stock gets purchased, the real market ride […]
How to move investments from one account to another
In the age of P2P transfers and tap to pay, transferring funds has become as simple as a few small gestures. Money jumps between accounts in a matter of seconds. However, not all transfers are […]
What is cost basis?
It’s common for people to avoid thinking about taxes until filing season is upon them. Unfortunately, this can lead to missed opportunities to reduce tax payments. Planning ahead and understanding tax rules is useful for […]
6 surprises that can drain retirement savings
Two-thirds of workers across three generations – millennials, Generation X and baby boomers – are confident they’ll be able to retire with a comfortable lifestyle, according to “What is ‘Retirement?’ Three Generations Prepare for Old Age,” a 2019 survey of […]
Medical debt relief options
It may come as no surprise that Americans are stressed about medical debt and the rise of healthcare costs. With the average family insurance premium growing 54% in the past ten years, one-third of Americans are concerned […]
4 savings goals to reach in 2021
But then you’re online window shopping and the “add to cart” button is all too easy to push. Or your friends want to check out a new dining spot—and split the bill evenly. The next […]
How teens can set a holiday budget
As the holiday shopping season officially begins next week, it’s time to break out the holiday music and sip on one of Starbucks’ famed peppermint mochas while you make your list, check it twice and […]
Money management for college students
Parents expect that their children will head off to college with concerns about fitting in, finding friends, and not failing classes. What they may not think about, is the stress students may have from worrying […]
7 ways to manage your money if you can’t afford Christmas
The holiday season is here. For some, this is a wonderful and exciting time of the year. But for those who can’t afford Christmas, it can be rather stressful and depressing. For the last few […]
Conservative investing explained
Investing is sometimes equated with gambling: People can win or lose big, and the whole endeavor can seem like risky business. But not all investing is seen that way. In the investing world, there are […]