Article – Saving

Shot of a young man going over his finances at home

Three ideas for when the IRS owes you

Breaking even is the goal, but if you find yourself receiving a refund this year, consider these tax refund ideas. Invest in your future Save for retirement. Contribute to an IRA. Pay down debt. Eliminate high interest debt as soon as...

Read More
Mature couple managing home finance

Smart money moves to make in January

For most people, January is considered a clean-slate month. It’s a fresh start, a new tax year and 12 months to work toward your financial goals. Here are a few tips to get you started. Audit recurring charges A great way to...

Read More
Senior couple walking their dog in park

Five Retirement Lessons from Today’s Retirees

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are in their ability to afford a comfortable retirement. The survey results reveal lessons that today’s...

Read More