Filing taxes is a necessary chore that everyone has to do every year. However, once you’ve filed your taxes, there are still steps you can take to ensure that you’re in a better position for next year. Tax planning is an ongoing process that requires you to stay organized, informed, and proactive. Here are some good tax planning steps to …
RX For Success
Preventive care strategies to help you deal with healthcare expenses in retirement According to the 2021 Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 may need approximately $300,000 saved (after tax) to cover health care expenses in retirement. There are a number of factors behind this escalating cost challenge. In general, people are living longer and …
You’re Moving Back Home. Now What?
Many young adults have chosen to move back in with their parents, either due to job loss or in order to save money or pay off student loan debt. Before making the move, there are a few things that they should consider. You likely never anticipated you would be at this stage of your life and living with your parents. …
Why the Need?
When it boils down to it both men and women want to achieve long term financial security. So how is financial planning for women different? While we all want to achieve the same goal, most women face certain challenges that are unique to them. What are those issues and how can we mitigate their effect on your financial future!
Tips for Doctors and Nurses Facing a Pay Cut
The COVID-19 pandemic is creating unprecedented financial hardships for many Americans, including the very healthcare workers fighting the disease on the frontlines. Today Lauren reviews a few things to keep in mind if you are a healthcare worker whose hospital may be reducing your pay or hours!
Let’s talk the B. word.
The toughest part of a financial plan can be following a budget. But, when you execute a budget correctly it can lead you down the quickest path to financial freedom!
Budget–It’s Not a Bad Word
It’s time to take stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial situation and figure out where you can economize. Millennials face some unique financial stressors that are quite different from those that previous generations encountered. The fallout from the Great Recession, high student loan debt, …
Budgeting for Baby
Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave. Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive. Many parents could spend more than $200,000 during a child’s first 18 years. As you consider your growing family’s fiscal needs, …