Neutralize the Digital Threat You Carry Everywhere

Your smartphone is your confidante, your hand-held connection to the world — and one of your biggest vulnerabilities. Scammers can take advantage of day-to-day tasks that seem innocuous, like checking a bank balance or charging a phone at a public USB port, to exploit personal information for their profit. To...

Why You Need a Midyear Budget Check-In

A typical July includes vacations, travel, shopping, weddings and beaches. Budgets? Not really. But the year’s halfway point provides a great opportunity to take a close look at your financial health and goals. (more…)

Retirement Withdrawal Rate: What’s a Safe Number?

For quite a while, the standard advice was to take 4% out of your total retirement nest egg every year to have enough money for a comfortable lifestyle in your golden years. There was strong logic behind that number; a mixture of 60% of your money in stocks and 40%...

Free Webinars: PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more! (more…)

Your Family Summer Budget-Friendly Bucket List

A recent study reported that in 2018, the average American family spent $1,200 per person per year on vacations. If you are looking for more affordable options to entertain the family this summer, look no further. Here are eight low-cost summer activities for the whole family: (more…)