February 5, 2025
We Listen and We Don’t Judge: 9 Retirement Planning Confessions
“We listen and we don’t judge” is an oftentimes humorous, but sometimes serious, TikTok trend where users share confessions in a non-judgmental environment without fear of criticism.
January 30, 2025
The Benefits of Return of Premium for Long-Term Care Insurance
Thanks to advancements in science and technology, Americans are living longer. While this is objectively good, it’s increased healthcare costs for many, especially those needing long-term care. About 70% of older adults require long-term care at some point; these services can cost anywhere from $54,000 to $108,408 annually on average.
January 28, 2025
Understanding the New 2025 Tax Policies: Capital Gains Tax Rates and Rules
As we progress into 2025, it’s important for investors to stay informed about the latest tax policy changes that could affect their portfolios. One of the most significant areas to watch is the capital gains tax, which can impact how much of your investment returns you keep after taxes.
January 23, 2025
5 Tips to Cope & Move Ahead After Financial Infidelity
Have you ever discovered that your significant other made a large purchase without discussing it with you first? Or perhaps you signed up for a new credit card without informing your partner? If so, your relationship might have experienced financial infidelity. This form of dishonesty can create significant tension and trust issues between partners. Fortunately, there are ways to address and overcome financial infidelity.
January 21, 2025
8 Tips to Protect Yourself Against the “Infinite Money Glitch” Scam
In recent months, a term called the “infinite money glitch” has been circulating on social media, capturing the attention of many. This term refers to schemes that exploit weaknesses in financial systems, allowing individuals to fraudulently withdraw more money than they have. The Financial Industry Regulatory Authority (FINRA) has noted an increase in these activities and has provided guidance to help consumers protect themselves from falling victim to such scams.
January 15, 2025
Understanding the Retirement Savings Gap for Women and How to Bridge It
Whether it’s traveling the world, spending time with grandchildren, or simply enjoying some rest and relaxation, most people have hopes and dreams for their retirement years—but reaching those goals can be especially hard for women.