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Planning for the Unexpected – 4 Questions to Ask about Emergency Savings

Life can be unpredictable with unplanned events arising when we least expect it. Whether it’s a layoff, vehicle or house repair or medical emergency, being prepared for the unexpected helps alleviate stress and unwanted debt. Building up an emergency fund over time provides that extra layer of comfort and protection. Here are 4 common questions…

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The Sandwich Generation: Caring for Children and Parents

Financially supporting children and aging parents at the same time can create many challenges. You may feel your budget is stretched thin by making sure you and your family are financially cared for. You are not alone: According to a Pew Research Center study, about 12% of Americans between the ages of 40 and 60…

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Developing (and Sticking to) a Realistic Monthly Budget

Do you have trouble keeping track of your monthly spending? You’re not alone. In fact, two-thirds of Americans don’t know how much they really spent last month.1 And while developing a personalized budget is important, having the self-discipline to stick to the plan is crucial to achieving long-term savings success. Fortunately, there are plenty of…

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Tips & Checklists for Your Move Out-of-State – Don’t Leave Home Without It

Moving into a new home, especially out of state, takes a tremendous amount of time, energy and, if done right, planning. The following provides a checklist of items that may prove useful as you begin your moving adventure. What Kind of Mover Are You? First, let’s establish how involved you want to be in the…

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