You might be navigating the challenges of paying off student loan debt, establishing yourself in a new career, buying a home, or having a family. Working with a financial professional may help get you out of debt faster, save for important goals, or get a head start on retirement. Take control of your health, negotiate your salary, figure out your financial goals, eliminate your debt, and protect your credit.
2.9 Billion records were reportedly stolen in a massive National Public Data breach. Here's how you can see if your Social Security number is included and how to secure your personal information. Freezing your credit is a simple and proactive step to protect your financial identity. It’s also important to be safe when using the internet and clicking links in emails.
One of the worst decisions may be the failure to enroll in a 401(k) plan. Not only do non-participants miss out on one way to save for their retirement, but they also forfeit any potential employer-matching contributions. Whatever your situation, your retirement investments require careful attention and may benefit from deliberate, thoughtful decision-making. Your retired self will be grateful that you invested the time … today.
Before you send your kid to college, get a head start on college savings, look into applications for student financial aid (such as FAFSA), have conversations with your children about managing money, then utilize strategies for managing student loan debt. By consulting with us and planning ahead, you can help tackle the financial obstacles of your child's higher education – and smooth the way for them to pursue their dreams!
Here, we share a comprehensive guide on what financial documents you should back up and why these backups are crucial for your financial future. Safeguarding your financial documents is not just a matter of convenience but a fundamental aspect of securing your financial future.
Take a moment to evaluate your current security measures. Do you use two-factor authorization (2FA) whenever possible? What about a password manager? Do your research and put these measures in place. While tech is becoming more secure in response to threats, there are some habits you can adopt to safeguard your digital life. Here are a few best practices to adopt or continue to tighten up your identity security.