Healthcare Costs That Catch Retirees Off Guard
Healthcare costs in retirement often go beyond Medicare premiums. This article takes a look at three of those expenses—prescription gaps, remote-living access, and concierge medicine fees.
The Many Ways to Measure Inflation
The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you're actually living with.
401(k) Hardship Withdrawals and Loans: What to Consider Before Accessing Your Funds Early
This blog will be about what 401(k) hardship withdrawals and loans are and their considerations before using these funds to pay for a financial emergency.
What Is the Difference between SRI and ESG Investing?
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
Which Financial Documents Should You Back Up?
This blog will talk about what financial documents you should back up to ensure your financial safety.
Avalanche vs. Snowball Debt Repayment
Many individuals hope to pay off their debt, and both the avalanche and the snowball method will help get you there. Learn more about the two repayment options here.
The Anatomy of an Index
Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Dangers of Buy Now, Pay Later Purchases
This blog discusses the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods.
Summer Geocaching Fun
Discover geocaching, a fun new way to merge technology and the outdoors and explore your surroundings.
Is "Temporary Retirement" the Newest Trend?
This blog is about what temporary retirement means, the potential benefits, and some financial planning considerations of taking a career break.