An unprecedented number of Americans are leaving their jobs. Some are leaving to explore new opportunities while others head towards retirement. Several factors are driving this retirement surge including the ongoing pandemic and the number of Baby Boomers reaching retirement age.
Americans are faced with a decision towards the end of their working years on when to take their Social Security benefits. Deciding on when to claim your Social Security benefits will depend on several factors like your personal health and financial situation.
Talking about money with family can be difficult, especially with children. Being honest about money with your kids, talking about values, and leading by example are some ways parents can begin to make sure the next generation is set up for financial success. It is important for parents to start the conversation and make their kids comfortable talking about finances.
Although progress has been made to close the gender wage gap, women still face challenges when it comes to their finances. Educating yourself, building a plan, and surrounding yourself with the right individuals can provide what you need to build financial confidence.
It is no secret that budgeting is a key way to ensure your expenses do not outpace your income. Getting your financial house in order may not always be fun, but using the 50/20/30 rule is an easy way to manage your money monthly.
It's that time of the year when we begin to ask ourselves what do I need to file my taxes. A tax preparation checklist will ensure you have everything you need and provide peace of mind as you begin to navigate through tax season.