Five Tips to Follow When Applying for a Mortgage
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 […]
Money Market Funds in a Low Rate Environment
After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 […]
Should You Convert Your Term Life to Permanent Life Insurance
Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. […]
Four Things Investors Should Know About Stock Splits
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 […]
Test Your Knowledge of College Financial Aid
Financial aid is essential for many families, even more so now in light of COVID-19. How much do you know about this important piece of the college financing puzzle? […]
Due Date Approaches for 2020 Federal Income Tax
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2019 tax return and gathering W-2s, 1099s, and deduction records. […]
Tips to Help Control Your Finances During the Pandemic
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had experienced the loss of a job due to the outbreak. […]
Key Retirement and Tax Numbers 2021
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
4 Tips to Help Avoid Burnout While Working from Home
The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of their employees work from home. […]
Watch Out for These Financial Pitfalls
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here […]