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Women seek retirement confidence after COVID setbacks
A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
hillary745
Feb 23, 20222 min read
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Flexible Spending Accounts
Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
hillary745
Feb 17, 20223 min read
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Retirees May Keep More Savings Under New Guidelines
According to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...
hillary745
Feb 15, 20223 min read
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Ways to Maximize Your 401(k)
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
hillary745
Feb 9, 20222 min read
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If You Are Close to Retirement, Here Are Five Steps You Must Take Now.
There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....
hillary745
Feb 7, 20223 min read
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National Data Privacy Day - January 28th
Your devices make it easy to connect to the world around you, but they can also pack a lot of info about you and your friends and family,...
hillary745
Jan 27, 20222 min read
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Outgrowing Your Home?
Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...
hillary745
Jan 21, 20222 min read
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How Much Higher Can Treasury Yields Go?
Coming into 2021, we expected Treasury yields to move higher. And they did. Higher inflation expectations, less involvement in the bond...
hillary745
Jan 9, 20222 min read
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Outlook 2022 - Staying in the Zone
We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
hillary745
Jan 2, 20221 min read
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Time to Tune-Up Your Financial Plan
There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
hillary745
Dec 16, 20213 min read
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Outlook 2022
Passing the Baton - Presented by LPL Research Our resurgent economy grew at over a 6% pace in the first half of the year and is on track...
hillary745
Dec 12, 20212 min read
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High-Net-Worth Individuals and Charitable Giving
Benevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
hillary745
Dec 9, 20212 min read
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Travel Tips for the Holiday Season
Nationwide provides excellent advise for holiday travelers this season! 1. Do your research Get to know your destination in depth before...
hillary745
Dec 1, 20213 min read
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Holiday Shopping - Things to Remember on Black Friday and Cyber Monday
Great information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
hillary745
Nov 23, 20214 min read
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LOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEK
QUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
hillary745
Nov 15, 20212 min read
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Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
hillary745
Oct 26, 20213 min read
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Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
hillary745
Oct 24, 20211 min read
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Budget–It’s Not a Bad Word
Take stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
hillary745
Oct 20, 20212 min read
37 views
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6 Tips for Safe Online Banking
More than half of U.S. adults bank online, according to Nationwide.com and Pew Research Center, and about a third of them bank via cell...
hillary745
Oct 14, 20213 min read
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Merging Money With Your Spouse
After you both say, “I do,” should your financial lives connect, too? You face many issues when you get married - how many children,...
hillary745
Sep 21, 20212 min read
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