Resource Articles

First Things You Should Do When You Get Your First Job

Start saving early, especially in retirement accounts like a 401(k). Create a strict spending plan to avoid financial pitfalls and secure your future.

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Tips for Maintaining Good Credit

Maintaining good credit requires ongoing effort: regularly review your credit report, use credit wisely, keep balances low, and limit new credit requests.

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Do You Have Enough to Retire?

Transitioning to retirement should incorporate both a measure of your financial assets and an assessment of what you will do in your retirement years.

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Health Savings Accounts: A Sensible Solution for High Healthcare Costs

HSAs offer tax advantages, lower premiums, and flexibility, making them a smart solution for managing rising healthcare costs.

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Managing Unexpected Expenses

Natural disasters remind us to prepare for the unexpected with contingency plans, such as building an emergency fund, reducing expenses, and reviewing insurance coverage.

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Should Money be the Only Factor in Choosing Early Retirement?

Thinking about early retirement? It's about more than money. Consider your health, quality of life, and passions to ensure a fulfilling new chapter.

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Rising Cost of Living

Despite lower inflation rates, the cost of living remains high, necessitating the need to cut costs, such as energy use, transportation, restaurant meals, and entertainment.

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Weekly Market Update: November 18, 2024

Broad market equity indexes gave back much of their post-election gains this week, although pockets of relative euphoria remain. The S&P 500 fell -2% and the Nasdaq 100 fell -3% after the two indexes notched mid-single digit percent increases last week.

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Establishing Good Financial Habits

Building good financial habits can provide a rhythm, or sense of control, for your financial life.

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