Individual Investors

Individual Investors

Say Bah Humbug to Holiday Spending Regret

It’s easy to get caught up in the moment when holiday shopping. You want to find that perfect gift, and sometimes (a lot of...
The Roads to Smaller Social Security Checks - Part 2

Roads to Smaller Social Security Checks, Part 2

In Part 1 of this series, we went on a journey to discover how some factors and decisions you face could reduce your Social...
7 Ways Your Social Security Checks Can Shrink

The Roads to Smaller Social Security Checks, Part 1

If you need a GPS to figure out the best path for claiming Social Security, you’re not alone. The Government Accountability Office's (GAO) September...
Cyber Security Month: How We're Keeping Your Data Safe

Cyber Security Month: How We’re Keeping Your Data Safe

Cyber security is a relatively new term. In fact, Merriam-Webster lists its first-known use as 1992. When the internet became publicly available in 1991,...
Cyber Security: Think Before You Connect

Cyber Security: Think Before You Connect

Recent security breaches in the news, such as the Equifax hack, emphasize the growing importance of cyber security and protecting your personal information (Social...
College Dreaming

College Dreaming? Send Yourself Back to School

You can find scads of information about saving for a child’s education, but what if you or your spouse still hold college dreams? Whether...
With your family's new immediate needs, you might be tempted to pull back on your long-term savings plan—but keep perspective.

Managing Finances on Your Own

Losing a spouse, whether by divorce or death, can take a big toll, both emotionally and financially. It's important to understand your assets and...
Adding to Your Family?

Adding to Your Family?

Bringing a new child into your family holds many promises for the future. It’s a time to celebrate, but it can also change the...
Unforeseen Job Change?

Unforeseen Job Change?

Many people who experience a sudden job change may face some personal finance challenges. Monthly bills, discretionary spending and current debt are just a...
Kick-Start Your Retirement at Any Age

Kick-Start Your Retirement at Any Age

Getting started on anything complicated can often feel like a bigger barrier than the task itself. When it comes to saving for retirement, it’s...

Other Posts