What is a QCD and why is it a great way to give?
Category: Money Messages
Tax Preparation Software
Click here for a few shortcomings when it comes to using the “quick and cheap” method of preparing your return.
Buy the Piggy Bank
Teach your kids to save using a piggy bank.
Run a Retirement Projection Now!
We all know we should take our retirement planning seriously, but who has the time? Watch this money message to get a quick and easy tool for running a retirement projection with our MoneyGuide Monte Carlo Simulator. Then contact your financial planner to update your plan to make sure you are on the path to success.
Three Letter Fee You Didn’t See Coming
What is a three-letter acronym that stands for something most homeowners don’t understand but costs them a small fortune?
Should you buy your life insurance through your employer or through a separate company?
Buying life insurance is one of the most important things an individual can do for their family. They need to carefully weigh the amount of insurance they need and where they should buy it from.
2024 IRS Savings Limits Announced: What You Need to Know
Learn how to maximize your savings next year and get tips on how to painlessly save more.
Is a UGMA account right for my kids?
Pros and Cons of UGMA accounts
The Benefits of Having a Taxable Individual or Joint Brokerage Account
Adding another investment account to your portfolio
Think Again About HSAs During Open Enrollment
We all know that HSAs can be used to pay for current medical expenses. But did you know that you can use an HSA to save tax free for retirement and even build a tax free emergency fund? Watch this money message to learn more about the advantages of using an HSA.