As summer closes, many families look toward saving money for next year’s vacations and fun activities. The Education Plan®, a 529 college savings plan, encourages families to save for higher […]
Category: Money and Finance
Posted innews/local
10 Ways Seniors Can Limit Impact of Taxes in Retirement
By Chris Orestis For most people in their retirement years, every penny counts. But a huge number of those pennies can end up going to Uncle Sam, which is why […]
Posted innews/local
Social Security Update for 2022
By Tom Margenau It has been my custom for most of the past 24 years to write a year-end column that summarizes the Social Security changes and updates scheduled to […]
Posted innews/local
In Retirement Planning, Short-Term Greed Never Outweighs Long-Term Benefits
By Peter Blatt When it comes to investing, people fall into many categories. There are risk-takers and there are overly cautious people. Some investors react to every up and down […]
Posted inMoney and Finance
5 Things Retirees Will Wish They Had Known Sooner
Many people planning for retirement anticipate those post-working years eagerly, ready to veg out after a life of toil. Others plan with greater anxiety, unsure whether they even have an […]
Posted inMoney and Finance, News
Navigate the tax impacts of small business stimulus relief in 3 easy steps
(BPT) – Even during the best of times, managing a small business is a daunting undertaking, let alone doing so during a pandemic. If your business has survived COVID-19, it’s […]
Posted inMoney and Finance, News
New Year, New Policy: Insurance Considerations for the Road Ahead
(BPT) – As we move away from a year unlike any other, Americans have developed a newfound tolerance for uncertainty—and the need to prepare for it. The start of a […]
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5 trends to ignite your personal finances in 2021 [Infographic]
(BPT) – As 2021 starts heating up, it’s time to look ahead and think about the personal finance trends that will impact consumers as they bank, invest in homes, search […]
Posted inMoney and Finance, News
6 Ways to Tell If You Have Enough Life Insurance
(StatePoint) If we’ve learned anything from 2020, it’s that life can be unpredictable. Having sufficient life insurance can provide financial stability and security to loved ones during times of uncertainty. […]
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How Borrower Education Can Make Housing More Attainable
(BPT) – Today’s U.S. housing market is leaving many prospective homebuyers priced out. Homes, on average, have become less affordable, and the ones that are affordable are in short supply. […]