We hope you received everything you hoped for during the holiday season. If not, it’s time to give yourself a gift that keeps giving: The gift of saving money. On the surface, it may not sound as exciting as what was on your holiday wish list, but it’s a habit that can help you.
Welcome to 2024! The start of the new year is a time of hope. It’s also a time to prepare your finances for challenging times. Our President & CEO, Laura Campbell, offers three resources that can help you thrive and overcome financial challenges throughout 2024.
Start 2024 with these resolutions to help you lead your best financial life this year. Don’t worry, there’s nothing too dramatic, just easy-to-achieve ideas we know you can put into practice right now. Get the resolutions.
What’s the state of your estate? January is the perfect month to review wills, your long-term care plan, retirement strategies, and more. A little advanced planning today can improve tomorrow for you and your family. Learn more
You’ve made your holiday shopping list. Before you head out to the stores or log on to your favorite shopping site, we suggest you add something else to your list: a holiday spending check-in.
The economy is fickle. There are peaks and declines. The stock market climbs one quarter and crashes the next. And when it comes to interest rates, over the past five years, we bet you thought they couldn’t get any lower and wondered if they’d ever go down.
or most people working for a company, a significant part of the job is sifting through a whole lot of emails to determine which contain vital information. That means a bunch of potentially useful stuff—like updates on employee benefits—gets weeded out simply because there’s not enough time to engage with everything. But now, during this month when open enrollment typically happens, give yourself time to review the offerings for each of these potentially valuable employee benefits:
It’s that time of year again. No, not football season. Or the start of the holiday shopping season. It’s open enrollment season. As you review your current healthcare selections and research your options, there are two financial options we hope you’ll keep top of mind. Health savings accounts and Individual retirement accounts. Here are a few things to consider.
your online baskets with presents, it is essential to set a plan and create a realistic budget. It is easy to overspend with all of the excitement, but spending too much now could mean months of bills and high credit card charges in the new year.
l expenses – even if you have health insurance – can be steep. However, if your policy has a high deductible, you may be able to use a Health Savings Account (HSA) to pay for some very common (and often pricey) out-of-pocket medical expenses at a tax advantage.
