Category: Education

67 posts categorized as "Education"

How Does Your Employer’s Retirement Plan Compare?

May 30, 2019
Employer's Retirement

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are used by employers and plan participants to benchmark their plans against overall averages. How does your plan compare to the most recent survey results, released at the end of 2018?1 Participation and savings…

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Time for a Mid-Year Investment Check

May 30, 2019
Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through…

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Ten Money-Saving Travel Tips

May 30, 2019
Ten Money-Saving Travel Tips

Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these money-saving tips when planning your next vacation to help make it more affordable. 1. Join a frequent flyer program. It will probably take time to accumulate…

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Four Tips for Planning a Career Change

April 29, 2019

Changing careers can be rewarding for many reasons, but career transitions don’t always go smoothly. Your career shift may take longer than expected, or you may find yourself temporarily out of work if you need to go back to school or can’t immediately find a job. Consider these four tips to help make the financial…

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How Does the Federal Reserve Affect the Economy?

April 29, 2019

If you follow financial news, you’ve probably heard many references to “the Fed” along the lines of “the Fed held interest rates,” or “market watchers are wondering what the Fed will do next.” So what exactly is the Fed and what does it do? What is the Federal Reserve? The Federal Reserve — or “the…

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How much money should a family borrow for college?

April 29, 2019

There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One guideline is for students to borrow no more than their expected first-year starting salary after college, which, in turn, depends on a…

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Due Date Approaches for 2018 Federal Income Tax Returns

March 27, 2019

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 2017 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to…

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Four Reasons Your Parents Might Be in Financial Trouble

March 27, 2019

As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they’re experiencing financial trouble. Money can be a sensitive subject to discuss, but you’ll need to talk to your parents about it in order to get to the root of…

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Rules on Opening a 529 Plan Account for College

March 27, 2019

Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically over $300,000, and there are tax benefits if the funds are used for college. Here are some common questions on opening an account. Can I open an account in any state’s 529 plan or am I…

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Tax Scams to Watch Out For

January 30, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best interest to always be vigilant so you don’t end up becoming the victim of a fraudulent tax scheme. Here are some of the more common scams to watch out for….

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