Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money and time. It's a smart way to prepare for the busy summer months and beyond.

Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?

When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly can lead to decisions made without a full understanding of the risks, potential outcomes, and available options

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket.

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. Many people today believe they’ll need at least $1.5 million saved to retire comfortably. But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans.

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money.

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like.

Dreaming of your retirement often brings images of sandy beaches, extra time with family, or perhaps finally writing that novel.

You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship.

All United States citizens are subject to income tax from the federal government, even those who are retired.

Divorce is never an easy experience, whether you’ve been married for decades or just a few years.

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals.

Romantic ideas of retirement don’t become a reality all by themselves. They’re also not usually sustainable without a solid foundation and a well-thought-out plan.

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

Retirement can feel like a finish line after decades of working — but you may not be able to cross that finish line or really enjoy the retirement you had imagined if you get tripped up along the way.  In fact, the retirement of your dreams could disappear before your eyes with just a few missteps and oversights.