When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might want to reconsider. Spring is a great in-between time of year to take stock of … Read More about A Refresh for Your Finances

Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex. As investors seek to insulate their portfolio from rising inflation and the bumpy stock market, many are turning to Series I savings bonds (I bonds). The current interest rate is 6.89% … Read More about Taxes on I Bonds

Ten strategies to help you take care of yourself and prepare for retirement Women’s History Month has its origins as a national celebration in 1981 when Congress passed and authorized a resolution and requested the President to proclaim the week beginning March 7, 1982 as “Women’s History Week.” Throughout the next five years, Congress continued … Read More about Women’s History Month: Retirement Focus

Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year before looking ahead. The same is true for the markets. When we look back on 2022, it’s easy to identify the … Read More about Opportunities in 2023

The purchase limitations and the lock-up periods need to be evaluated I bonds are U.S. savings bonds designed to protect the value of your cash from inflation. And with inflation surging to 40-year highs, investors are especially interested in higher-returning, lower-risk investments. But before making a decision to rush out and buy I bonds, make … Read More about Understanding the Pros & Cons of I Bonds

Sitting down to figure out your budget can be a daunting task, especially if you don’t know where to start or what you’re specifically budgeting for. The following tips offer simple ideas to help you get your finances on track once and for all. Set Short and Long-Term Goals Ask yourself, “Where do I want … Read More about Back to Basics with Budgeting