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Family Finances: Keep Everyone Informed

The Importance of Keeping Everyone Informed In your household, does one person handle all the finances? Who pays all the bills, files the joint taxes, deals with insurance matters, and knows where all the important papers are saved? Who deals with the family finances? What happens if that person becomes ill and can’t take care […]

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Achieving Dreams Meeting Needs

Roth IRAs Good for Your Savings Plan

Good things come to those who wait—for a tax break***. Although you fund a Roth individual retirement arrangement (IRA) with after-tax dollars, the money you distribute is completely tax-free as long as it meets certain requirements. And that means a really good thing—you may never pay a cent of tax on your earnings. That might […]

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Achieving Dreams Meeting Needs

Managing Money As a New Couple

6 Tips For Managing Money as a New Couple Did you find “the one” and have decided to get married? Congratulations! Here’s a little financial advice to help your marriage start off on a good footing, 6 tips for managing money as a new couple. Hopefully, you’ve already talked about your respective finances and how […]

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Consumers Confident In Financial Life?

Consumers Confident In Longer Physical Life, But Financial Life? Not So Much 07/14/2016  CU today Americans are happier to be living longer than ever, but 70% feel financially unprepared to live to 100 or beyond, according to a new study. The confidence in financial life is lacking for many. Money Fears Stopping Many From Pursuing […]

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Achieving Dreams

Phasing Into Retirement The Way You’d Like

Phased retirement, the idea of gradually reducing hours and workload, has slowly been gaining in popularity. Many who are working today look favorably on their possible phasing into retirement. Many Plan To Work Into Retirement Half the respondents in a recent national AARP study replied that their ideal job is one that offers phased retirement. […]