Recent Financial Articles

Is Saving for Retirement Different for Women?

Is Saving for Retirement Different for Women?

It's true that saving for retirement is indeed different for women. But why? And in what ways can women adjust knowing these factors? To learn more, we connected with Abby Lininger, Financial Advisor with Drake Financial Group, and Laura Corbiani, CFP®, Wealth Advisor...

2024 Tax Prep: What to Know

2024 Tax Prep: What to Know

A new year means a new tax season is right around the bend. Are you prepared? To learn what folks should know and be focusing on right now to ready themselves, we connected with Rebecca Postma, CPA, MST, of Beene Garter, A Doeren Mayhew Firm. WHAT TO DO RIGHT NOW...

Saving for Your Child’s Future

Saving for Your Child’s Future

If you're a parent, setting your child up for future financial success is among the many considerations you have when it comes to managing your funds. But what are the best ways to go about ensuring your children are rewarded for your efforts down the line? We chatted...

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Getting your affairs in order and outlining what you want done with your estate after you're gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes, and...

Costs Associated with Aging Parents

Costs Associated with Aging Parents

As our parents age, the way they live likely changes in order to meet their evolving needs. Sometimes, that means taking on new or additional costs, whether it's related to housing, making home updates or otherwise. To learn more about some potential costs associated...

The Lasting Benefit of Financial Literacy

The Lasting Benefit of Financial Literacy

Key financial lessons to teach your children as they grow. Talking to kids about money can be awkward, but it's important. That's the takeaway from a recent T. Rowe Price survey, which showed that parents consider topics like death and politics easier to discuss with...

budgeting styles

What’s Your Budgeting Style?

Setting (and sticking to) a budget can be challenging, especially when you're not exactly sure what's the best method for your personality and lifestyle. According to Experian, there are four popular types of budgeting plans, each with its own benefits and approach...

Wills Trusts & Estate Planning 101: Finding What’s Right for You

Wills Trusts & Estate Planning 101: Finding What’s Right for You

Discussing (much less planning for) your own mortality can be understandably uncomfortable, but it's also crucial and inevitable. This is part of life, and for your own sake and your family's, estate planning can make all the difference. There are people available who...

How Saving for Your Retirement Has Changed

How Saving for Your Retirement Has Changed

Retirement isn't what it used to be, which means we need a new way to plan for it. As employer-funded investments and government plans disappear due to a changing global economy, it's crucial to personally save for retirement. Not sure of the best way to do so? You're...

Laying the Groundwork for Tax Season

Laying the Groundwork for Tax Season

Smart moves at the beginning of tax season can help get your financial house in order. Contrary to popular belief, tax planning isn't limited to the months between year-end and April 18. In fact, smart tax planning goes beyond deductions and credits and should be...