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So far marketing has created 42 blog entries.

How to Correct an Error on Your Credit Report

According to the Consumer Financial Protection Bureau (CFPB), credit report errors more than doubled during the coronavirus pandemic. In addition, the CFPB found that many pandemic protections which were designed to help consumers, such as loan forbearance periods on federal student loans and federally backed mortgages, ended up negatively impacting their credit reports as a [...]

By |2022-01-04T08:51:25-05:00January 3rd, 2022|Budgeting, Building Credit, Investment Center|0 Comments

Are You a HENRY? Consider These Wealth-Building Strategies

HENRY is a catchy acronym for "high earner, not rich yet." It describes a demographic made up of young and often highly educated professionals with substantial incomes but little or no savings. HENRYs generally have enviable career prospects, but many of them feel financially stretched or may even live paycheck to paycheck for years, especially [...]

By |2022-01-04T08:51:37-05:00January 3rd, 2022|Investment Center|0 Comments

Annuity Income: Annuitization vs. Lifetime Withdrawal

During your working years, you're accustomed to living von an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it probably isn't enough to meet your retirement income needs. An annuity is an option that can provide a stream of income during retirement. With most [...]

By |2022-01-04T08:50:56-05:00January 3rd, 2022|Investment Center|0 Comments

Your Social Security Statement: What’s in It for You?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers. Your Statement contains a detailed record of your earnings and estimates of retirement, disability, and survivor benefits — information that can help you plan for your financial future. You can [...]

By |2021-12-09T12:15:13-05:00December 7th, 2021|Investment Center|0 Comments

401(k) and IRA: A Combined Savings Strategy

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets. A recent study found that, on average, individuals who owned both a 401(k) and an IRA at some point during the six-year period of the study had [...]

By |2021-12-09T12:15:45-05:00December 7th, 2021|Investment Center, Savings|0 Comments

Charitable Giving Can Be a Family Affair

As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike, while providing financial benefits. Charitable donations may be eligible for income tax deductions (if you itemize) and can help reduce [...]

By |2021-12-09T12:15:31-05:00December 7th, 2021|Investment Center|0 Comments

Smarter Spending On Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.   Create a budget. Before you start shopping, establish an overall budget. Make a list of gifts you will need to buy and decide exactly how much [...]

By |2021-11-15T08:40:08-05:00November 15th, 2021|Budgeting, Investment Center, Savings|0 Comments

Year-End 2021 Tax Tips

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities to defer income to 2022, particularly if you think you may be in a lower tax bracket then. For example, you may be able to defer a year- end bonus [...]

By |2021-11-15T08:40:08-05:00November 15th, 2021|Budgeting, Investment Center, Taxes|0 Comments

Should You Speed Up Your Retirement Plans?

According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This was about double the 1.4 million people in the same age group who said they expected to work longer, presumably due to pandemic-related financial losses.1 [...]

By |2021-11-15T08:40:24-05:00November 15th, 2021|Budgeting, Building Credit, Investment Center, Savings|0 Comments
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