Updates

Timely insights on the financial issues or events that matter most to you.

Investments to Make Before Retiring as a Teacher

Despite loving teaching the next generation new skills and wisdom, every teacher reaches a point where they are ready to retire. Many teachers are eligible for a pension above $45,000 per year1 in the state of New York. Some teachers are also able to invest in defined-contribution retirement plans such as 403(b) and 457(b). Unfortunately, […]

Common Mistakes Made After Getting a Raise

With many companies, employees can expect getting a raise after a period of time or after hitting certain milestones at their job. This is a very exciting time, as this generally means they will be getting paid more money each year. With this increase in salary or wage, it is up to the employee to […]

How Many Banks Accounts You Should Have

There is a common belief that in order to be financially successful, you must have several bank accounts. While this can be true, it is not a necessity. Having too many bank accounts can make it difficult to manage your money and it can become overly complicated to track your spending. So, we have cut […]

Steps To Take Before Starting Your Own Business

Do you have an entrepreneurial mindset and are ready to start a business of your own? It is easy to get excited and dive right into the nitty gritty of starting a business, but there are some financial steps you should take before. When starting your own business, you must be cautious to ensure you […]

5 Financial Goals for Millennials

Finances for millennials can be much more confusing than it is for other generations. Being one of the first generations to embrace technology, gather student loan debt, and to prefer renting over buying, there are many ways millennials spend their money differently. This does not have to be a bad thing as long as you […]

5 Ways to Save Money on Your Vacation

We all know taking vacations can be very expensive. On average, Americans spend about 10% of their income1 on taking vacations and traveling. Taking time off work to travel and see the world does not have to cost you this much, as there are very easy ways to make your trips less expensive like the […]

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What to Look for in a Life Insurance Policy

Many people decide to take out a life insurance policy because they know without their income, their family would struggle to make ends meet. Life insurance can give you and your family some peace of mind knowing they will be financially stable if something happens to you. There are many different life insurance policies you […]

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5 Financial Tips for Becoming a Freelancer

Are you wanting to use your skills to start your own freelancing business? Being a freelancer will often give you the freedom to work where you want, when you want, and who you work for. However, there are some financial considerations you should keep at the top of your mind before starting your freelancing business. […]

How to Plan for an Upcoming Recession

According to many financial experts, the United States is due for another recession.1 In fact, we have been due for a recession for around four years, but thankfully it has not happened yet. However, another recession will happen one day, and it could be very soon. So, what are some ways you can plan for […]

Organizing Your Finances After the Death of a Spouse

There are 13.6 million widows1 in America. If you are facing a recent loss, you are not alone. The grieving process is complicated and involves many overwhelming emotions. The support of close friends and family is considered critical during this time, as is sorting through complicated feelings. Your main focus should be on funeral arrangements, […]