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Managing Money

Advice and solutions for financial success.

Please Mind the Age Gap: Planning for Couples with a Significant Difference in Age

Financial planning always has complexities, but couples with a significant age gap face additional concerns. Issues like differences in retirement eligibility dates, life expectancies, health issues, income needs, and more. Strategies for Couples with a Significant Age Gap Couples with a significant age gap may find themselves juggling different retirement

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Getting on Track to Meet Your Financial Goals

Get the Steps with Our Year-End Checklist As you get ready to welcome 2024, it’s important to make sure you’re financially prepared. Do you have the insights and protections you need to maintain peace of mind in the new year? Here are the essential financial tips to take now. 7

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Stay Safe From Online Scams This Holiday Season

With Black Friday coming up, many of us will be shopping sales online. Unfortunately, retailers aren’t the only ones hoping to cash in on the influx of online shoppers. Online scams are constantly attempting to collect your personal and financial information or steal your money. As you spread holiday cheer,

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Successful Retirement Starts with Smart Financial Choices

Currently, nearly 10,000 people in the United States turn 65 years old every day. By 2028, that number will reach nearly 12,000 people a day. That adds up to millions of people leaving the workforce every year. Are they prepared for a successful retirement? Americans are living, on average, more

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Watch Out! New Bank Scams on the Rise.

You may be familiar with the news of some recent bank failures. As a result of these events, many financial institutions and online retailers, banks, and credit card companies are requesting customers update their banking and account information. Unfortunately, scammers are using this opportunity to take advantage of unsuspecting customers

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Tips for Living on a Fixed Income

Retirement is meant to be joyful and relaxing. Creating a plan so you can live within your budget will help you avoid stress and have peace of mind about your finances. It’s essential to have a financial strategy to help you live your retirement comfortably and stay within your means

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5 Tips for Celebrating the Holidays on a Budget

The holidays are a wonderful time to enjoy get-togethers with friends and family. But it can easy to go over-budget on gifts and holiday gatherings. Start a new holiday tradition with these budget tips to help avoid overspending. 1. Check your inventory If you’re like most people, you have a

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