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Finance

Jul 14, 2020

What upcoming FICO score changes mean for you

While there has been a lot of buzz about the upcoming changes to FICO credit scores, we are breaking down what changes will actually be made, how credit score is calculated, and what lenders are actually using.

housing market
Jul 10, 2020

What you should know about buying a home during a pandemic

Buying a home is one of the biggest and most important financial investments you will make, especially in uncertain times. Here's how to navigate this situation.

Jul 9, 2020

4 Financial moves to make now

Successfully navigating your personal finances is challenging in the best of times but figuring out how to manage your money during a pandemic can be especially difficult.

Jul 1, 2020

How to manage cash flow in a stressed economy

As we wade through turbulence, we may need to buckle up for an extended economic downturn and recession as we search for a COVID-19 treatment and transition back into a more robust labor market and revived consumer demand.

Jun 26, 2020

5 Tips for investing during turbulent times

These five tips can help you navigate these treacherous times. Learn these and you will be well equipped to weather any market turbulence that comes our way.

Jun 22, 2020

How to handle your student loans during the pandemic

While the goal of the CARES Act is to provide relief to Americans during this pandemic, it’s also given rise to many questions about how this act will help individuals and communities in time of need, especially when it pertains to ongoing debt payments such as student loans.

Jun 16, 2020

Roth IRA Conversion: 2020’s Unique Opportunity

To hedge against potentially higher personal tax rates in the future, there is something you can do now: Convert some or all of a regular IRA to a Roth IRA. This simple financial planning move could significantly decrease your future tax burden and reduce complexities for your heirs.

Jun 12, 2020

What financial literacy means at every age

While you should always try to make informed financial decisions, it’s especially important to understand the impact of financial education during each life stage.

Jun 1, 2020

Building employees financial security in times of uncertainty

We’re all facing challenges during these uncertain and unprecedented days – but by educating your employees on ways to not only financially manage these current circumstances but also prepare for upcoming ones, you can make a positive difference.

May 26, 2020

Accessing retirement accounts in a time of uncertainty

In the face of fear and uncertainty, crucial decisions must be made based on facts and changing rules. The CARES Act relaxes the rules to help Americans who qualify use retirement accounts through the pandemic.

May 15, 2020

How to plan for your financial future

The COVID-19 pandemic has made it difficult to plan for the future right now. However, there is no better time than right now to think about your financial future and evaluate where you are today and where you want to be in the years to come.

May 15, 2020

Tips for controlling your financial portfolio in times of uncertainty

The illusion of control is the tendency for people to overestimate their ability to control events. To achieve superior lifetime investment performance, we need to focus on the three elements we do control: savings, asset allocation, and our own investing behavior.