Financial Wellness Center

 

Four Key Objectives of a Sound Retirement Plan
Four Key Objectives of a Sound Retirement Plan
Aug 24, 2023 10:49:00 AM

A sound retirement plan should be based on your particular circumstances. No one strategy is suitable for everyone. Once...

All Eyes on the Earnings Picture
All Eyes on the Earnings Picture
Aug 17, 2023 10:36:00 AM

Publicly traded companies are required to disclose their financial performance to regulators and shareholders on a quart...

Put Your Money Where Your Values Are
Put Your Money Where Your Values Are
Aug 10, 2023 10:19:00 AM

Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pand...

REITs, Rates, and Income
REITs, Rates, and Income
Aug 3, 2023 9:36:00 AM

Real estate investment trusts (REITs) can offer a consistent income stream that is typically higher than Treasury yields...

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Jul 31, 2023 8:31:04 AM

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt...

U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume
Jul 31, 2023 8:27:19 AM

Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an ...

How to Prepare for Student Loan Payments Resuming
How to Prepare for Student Loan Payments Resuming
Jul 31, 2023 7:35:00 AM

Key Takeaways Federal student loan borrowers need to prepare for the end of interest-free forbearance by locating inform...

How to Shop for Car Insurance as a Nonbinary or Transgender Driver
How to Shop for Car Insurance as a Nonbinary or Transgender Driver
Jun 19, 2023 8:33:00 AM

Key Takeaways Car insurance providers often require gender information during the application process, creating potentia...

Estate Planning for the LGBTQ+ Community
Estate Planning for the LGBTQ+ Community
Jun 14, 2023 8:11:00 AM

It has only been since June 17, 2020 that we saw the Supreme Court rule that Title VII’s prohibition of employment discr...

The Connection Between Education & Earnings
The Connection Between Education & Earnings
Jun 7, 2023 9:53:00 AM

While there is widespread concern about student debt and the cost of higher education, data from the U.S. Bureau of Labo...