Mid-Year Money Checkup: 5 Ways to Boost Your Financial Health

Summer is in full swing and so is peak travel season. And while July is a prime time to get outdoors and cash in on any plans you may have—at home or beyond—the reality is that financial concerns (and recent credit interest rate spikes) remain a pain point for many of us. Here are five […]

$mart Summer Travel: 7 Ways to Save (and Still Have Fun!)

Few things stoke wanderlust like longer days and warmer temps. But before you deep dive into summer travel—and your wallet—check out these tips that can help you have fun in the sun without breaking the bank. 1. Set a Realistic Budget. Before you hit the open road (or sky…or seas…) consider all the expenses involved, […]

Take These Steps with Your Student Loans

Student Loan Payments will Restart in October 2023 After a three-year pause that began in March 2020 amidst the pandemic, the U.S. Department of Education posted an announcement to their website that payments will resume for those with student loan balances. The pause, which has been extended six times, reached its definitive end with congress […]

Five Tips for Retirement Planning

Are you planning to retire soon? If so, you’re in good company (in the next seven years, approximately a fifth of the U.S. population will reach the traditional retirement age of 65.) This is an exciting but potentially overwhelming time. Here are five things you can do to put your best foot forward in this […]

IRS De-stress: 5 Tips for Last Minute Taxpayers

Taxpayers rejoice! You have until April 18, 2023 to file federal income taxes. Most states are following suit, however, you can consult your state’s tax page to verify. If you’ve already crossed this off your list…congratulations! And if you’re in the company of 25% of Americans who wait until the last minute? Don’t panic. Here […]

Protecting Your Loved Ones from Elder Fraud

In 2022, Phyllis Wiseberg, a 90-year-old widow lost $20,000 when cybercriminals withdrew the money from her account. Her story, shared by the National Council on Aging, is devastating, but unfortunately not uncommon. Financial exploitation is a reality many seniors face, especially in the age of online scams. Here are actions you can take to help […]