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Investing & Planning

Investing and Planning Articles

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Social Security: What You Don’t Know Could Cost You!

You may have done the math on your retirement accounts, figuring out how much you should contribute each month to reach your goals, maybe even calculating the effects of compound interest and the effects of the markets. But have you ever calculated how much you’ve been paying into Social Security throughout your working years? Because it’s automatically withdrawn from your paycheck before you even see the money in your bank account, it might surprise you to know that between you and your employers, you’ve doled out up to 12.4% of your annual income. That’s a substantial amount, and one that could make your 401(k) look like chump change down the road.

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What To Do If You Get Divorced

Divorce is hard enough to deal with emotionally, let alone financially and legally. Whether you saw it coming from miles away or were taken by surprise, the ending of a marriage can be painful, traumatic, overwhelming, and expensive. But, you’re making it through the experience and you now have the opportunity to create a brand-new life for yourself.

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The Top 5 Financial Planning Challenges Of Suddenly Single Women

If you’ve just gone through a divorce or the death of your spouse, you now find yourself “suddenly single.” It doesn’t matter if you were blindsided or saw it coming for years, this is surely a challenging time for you. For many women, one of the hardest parts of becoming suddenly single is the financial impact.

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Have You Had The Financial Talk With Your Kids? We're Here To Help

When it comes to parenting, there’s no lack of milestones to walk through and important lessons to teach. Whether it’s passing on your values on work ethic, treating others with respect, or wise decision making, it can often seem overwhelming and downright intimidating, especially if it’s a topic we aren’t well versed in. Nowhere is this more true than with finances.

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