Splurge or Save? Making the Most of Your Income Tax Refund.
Last year, 27% of consumers said they planned to spend their refund on everyday expenses, whereas equal numbers (8%) planned to either...
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Robo-Advisor: A Good Choice for New Investors?
If you’re looking to dip your feet into investing, but aren't sure where or how to begin, a robo-advisor maybe a good option...
Are You a HENRY? Consider These Wealth-Building Strategies
HENRY is a catchy acronym for "high earner, not rich yet." It describes a demographic made up of young and often highly educated professionals with...
401(k) and IRA: A Combined Savings Strategy
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can...
Watch Out for These Financial Pitfalls in the New Year
As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common...
What is a 401(k) Plan?
A 401(k) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees. Employee contributions are...