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 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.

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.

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.

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

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.

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.

What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even trigger-happy.

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. 

The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment.

Whether you’re earning a six-figure salary or just out of college, many people feel budgeting is essential.