The Importance of Budgeting for Healthcare in Retirement

How Best to Prepare for Health Care Expenses in Retirement Retirement is the time for individuals and couples to enjoy life and make the most of their golden years. As part of their retirement preparation, people should focus on how to pay for the health-related expenses they will incur later… Continue reading

The Importance of Shopping around for Financial Services for Millennials

A Financially Responsible Millennial: The Benefits of Shopping for Financial Services Having financial security, stability and confidence can be difficult for anyone – especially in the current economical environment. Millennials are facing a unique set of challenges when it comes to establishing good financial habits, and choosing the right financial… Continue reading

The Top Budgeting Trends for Millennials in 2022

4 Budgeting Trends for Millennials in 2022 Millennials are the largest generation in the U.S. labor force and are increasingly taking on full-time jobs, starting companies and managing their own finances. As a result, many of their budgeting trends are influencing the way younger generations handle their money — both… Continue reading

The Role of Credit Scores in Budgeting for Millennials

Understanding the Role of Credit Scores in Budgeting for Millennials Millennials face unique financial struggles, being saddled with student debt, rising housing costs, and the need to save for retirement in a tight job market. To make matters more challenging, millennials are also navigating a financial landscape that is more… Continue reading

10 Tips for Managing Your Finances in Retirement

Designing the Perfect Retirement Financial Plan Retirement is a milestone that presents individuals with a unique opportunity – the chance to spend the twilight years free from the constraints of a career and live life on their own terms. That said, it is important to place a strong emphasis on… Continue reading

The Connection between Budgeting and Career Advancement for Millennials

Millennials: Connecting Budgeting and Career Advancement Millennials are an adventurous, achievement-driven generation aiming to make their mark in the world. As they navigate the modern job market, however, they must become savvy with budgeting to ensure their fiscal health. Establishing a budget and learning to hone it is the essential… Continue reading

The Connection between Budgeting and Homeownership for Millennials

Millennial Homeownership: A Guide to Budgeting for a New Home Millennials are the largest and most diverse generation in the United States, with over 85 million members. Homeownership is an important part of the American dream, but can be especially challenging for millennials, who often face financial hardships. The good… Continue reading

The Connection between Personal Finance and Health in Retirement

Health & Money: How Personal Finance Impacts Retirees’ Physical and Mental Wellness Are your personal finance decisions impacting your health and well-being in retirement? Many soon-to-be retirees trust that the work they put in now to save and invest their money will provide them with financial stability in their retirement… Continue reading

How to Create a Financial Plan for Your 20s and 30s

Build a Financial Plan for Your 20s and 30s to Achieve Financial Goals Achieving financial success in your 20s and 30s is critical to securing a strong financial future. Creating a financial plan can be an intimidating task, however having an organized plan in place can help you stay on… Continue reading

The Importance of Keeping Budgeting Fun and Engaging for Millennials

Make Budgeting Fun and Engaging for Millennials Budgeting has become increasingly important for millennials who are hoping to have a secure financial future. With student loan debt, rising housing costs, and a tough job market, budgeting is an essential task that goes a long way. However, the trick for many… Continue reading