We all have a vision for our financial futures, whether it’s a vacation home on a tropical beach, a completely debt-free (and work-free) retirement, or selling everything to buy a cabin on that cruise ship […]

Why is it important to track your spending? Let us count the ways: It can help you set and meet your goals. It can give you more day-to-day control. It can boost your ability to […]

The goal of investing is to grow money for long-term goals like retirement, and do it strategically so that it can work for you while you’re out living your life. There are a variety of […]

Investing has taken on increasing complexity in recent years. The wide range of options can make it difficult to determine which investment accounts are right for you. Contributing to a 401k through your employer is a smart […]

Saving money is definitely not as fun as spending money. Before I successfully changed my spending habits, I learned a few tricks to save money even when I didn’t want to. If you are trying […]

Life happens. A natural disaster, an emergency surgery, a roof leak — all sorts of sudden, unexpected situations could leave you scrambling for funds and needing to dig into your retirement fund. If you’ve lost […]

We take risks all the time Risk is everywhere, every day. Some people take steps to protect themselves and manage that risk. Others leave it up to luck. The same holds true when it comes […]

In a perfect world, everyone would have a 529 plan — or another education savings account — full of funds to cover their children’s college years. But there are many reasons why that may not be the […]

Saving for retirement is an important financial goal — but not everyone understands all of the retirement plans available. After all, it does look a little bit like alphabet soup: 401(k), IRA, 403(b) — what’s […]