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What is the debt ceiling and why is it important? In the wake of the recent budget agreement, the debt ceiling has been temporarily suspended. What does the suspension of the debt ceiling mean, and how could it affect you? We’ve examined the recent deal and discuss the potential pitfalls of operating without a cap on the country’s debt.
Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.
Your child is heading to college…The car is packed, and you’re ready to move her in. But aren’t you forgetting something? Have you talked with her about finances and making good financial decisions while she’s away? Now’s the perfect time to have that chat and make sure she’s ready to face all the financial intelligence “tests” she’ll encounter in college.
Many of us have likely turned down the travel insurance offered while booking a flight to our vacation destination. But perhaps we shouldn’t. Travel insurance can be a lifesaver when it comes to the unexpected, especially while traveling abroad. Unsure if travel insurance would be worth your money? We’ve outlined how to determine if the cost is worth it for you.
Making the correct financial decisions in your 40s can have important ramifications on the success of your long-term and retirement plans.
What if I told you a Health Savings Account is the most tax efficient and versatile retirement account you own? Believe it or not, with proper planning, an HSA can blow the doors off your 401(k), IRA, or even a Roth IRA!
By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?
WeWork (now The We Company) is planning for its IPO either later this year or early in 2020. Is WeWork stock a good fit for your portfolio? While it’s still a bit too early to tell if WeWork will be a good buy, we’ve outlined potential issues to be aware of before you decide to buy.
Leaving a legacy through charitable giving is a financial goal for many. Unsure where to start or how to most efficiently donate to the causes closest to your heart? Read on for several options for gifting money to your favorite charities.
Mortgage rates are at historically low levels, and many are refinancing to take advantage of this. How do you know if refinancing makes sense for you? You’ll need to consider three things – closing costs, the interest rate differential, and how long you plan to stay in your home. We explain all three in detail so you can make the right decision for your situation.
Most of us are familiar with the terms HSA and FSA, but chances are you might not understand the differences between the two medical savings accounts. While both can be offered by employers in conjunction with a health insurance plan, the two accounts have some marked differences. Read on for the details.
Not all retirements are created equal – in fact, a 2018 study indicates that 72 percent of today’s workers are looking forward to semi-retirement rather than leaving the workplace altogether. What are the advantages and disadvantages of semi-retirement, and how do you prepare for it in your financial plan? We have the details to help you decide if semi-retirement might be the right choice for you.