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Take Charge of Your Financial Story

Sometimes when we read gender-specific statistics in the newspaper or our Facebook feed, such as women make less than men or more elderly females live in poverty compared to men, they may seem daunting. Our circumstances may seem similar, whether it’s related to our investment portfolio or our career, and we may feel that we…

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Are You Self-Employed? What to Know About Tax Time

These days, a growing number of workers do not have traditional full-time salaried positions. In fact, there were 58 million freelancers in the U.S. in 2021.1 If you’ve made or are making a transition to self-employment, in essence, you have become your own Human Resources and Payroll Department. Those notes on your old paystubs that…

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It’s Tax Season – Time to Get Tax-Smart

Although tax day comes around once a year, don’t let a deadline catch you unaware. There are a number of ways throughout the year that you can reduce your tax burden while pursuing long-term financial goals like retirement, a college education for your child or investing for current income. Be Tax-Smart When Saving for Retirement…

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Spring Clean Your Budget

Change rarely makes us feel comfortable. When winter sets in every year, we celebrate our rituals and holiday traditions, relishing the comfort we feel from the familiar. Often, change is the last thing on our minds. Thinking about leaving our comfortable winter bubble can be as jarring as leaving the warmth of your bed on…

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