Financial Planning

Spring Clean Your Personal Finances

by Amanda White on April 17, 2018

Spring is upon us! To many, spring means spring cleaning—but spring cleaning doesn't just have to mean tidying up the house and ridding yourself of unwanted junk. Financial spring cleaning, including cleaning up your spending habits or polishing up your budget, can be just as rewarding, if not more so. Wondering about how to go about doing a financial cleanup? We have some great spring financial tips, to help you figure out how you can save, and earn money.

How To Deal With Holiday Shopping On A Budget

by Hilary Young on December 12, 2017

The holidays are a jolly, merry time of year, although they can also be a big source of financial stress. If you face pressure to buy lots of gifts for family and friends but are living on a fixed income, the holidays can bring more anxiety than joy. The good news, however, is that it is possible to complete your holiday shopping on a budget by getting creative about your gift ideas.

Don’t Overlook These Benefits for Veterans

by Hilary Young on November 07, 2017

Veteran’s Day might not get as much recognition as Thanksgiving or Christmas, but it has great meaning for the 21.8 million veterans living here in the United States. While an estimated 2.5 million veterans served in Iraq and Afghanistan, there are 7.3 million vets who served in Vietnam and an additional 1.7 million who served in World War II. That’s a combined 9 million elderly veterans who have age-related health care bills to pay.

Things Older Adults Need to Put Aside Money For

by Meghan Orner on October 31, 2017

Written by guest blogger Aaron Hall, Best CompanyIf you're reading this, it's probably because you've advanced beyond your typical 9-to-5 job and you're ready to retire. It's going to be nice to enjoy some quiet time with your family and catch up on some golf, but are you sure you've accounted for everything that you should when it comes to retirement money management? If you haven't already thought of it, here are a handful of recommendations.

The Importance of Estate Planning For Older Women

by Hilary Young on October 19, 2017

For many Baby Boomer women, financial literacy is as foreign as a complicated new language. According to data collected from the Pew Research Center, 41 percent of Baby Boomer women spent their youth raising children while their husbands worked outside of the home, so it might be safe to assume that most of them were not thinking about retirement advice and recommendations. But between the higher life expectancy for women and the recent rise in the divorce rate for people over the age of 50, women are now starting to think about estate planning. Even if they don’t want to.

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