INSIGHTS
7 Gifts for College Grads That Will Teach Them To Save Wisely
Graduation season is coming. Do you know what you’re giving your favorite college senior to congratulate them on earning their degree? Most young adults will appreciate cash, but if you’d like to give him or her something more satisfying than grad gift money there are plenty of different options.
5 Overlooked Tax Deductions & Credits
If you didn’t get the raise last year that you thought you deserved, there may still be a way to put more of your hard earned money back in your pocket—by claiming all of the tax deductions and credits for which you are eligible.
4 Things to Remember Before Filing Your Return
Want to lower your 2020 tax bill? A number of opportunities to offset prior-year income and capture credits are still available until the April 15, 2021 tax filing deadline. Click the article to learn more.
Markets and COVID: What’s Happened - and What Might Be Ahead
Daken Vanderburg, Head of Investments for Wealth Management at MassMutual, gives an update on what happened in 2020 and what might be ahead in 2021 from an investing angle. Click below to read.
Financial Resolutions for the New Year: Smart Goal-Setting for Success
Only 4 percent of people who make New Year’s resolutions succeed in achieving them, according to a recent survey by Statistia. If your resolution for the coming year centers on saving money — whether you are increasing your retirement contribution, considering a life insurance policy, or even just spending less day to day — you’re going to want to beat those odds. Click to read more on how you can successfully achieve the financial New Years resolutions that you may set for yourself.
Staying Connected During the Holidays
The holidays are much beloved not only for their spiritual significance, but also for the sense of togetherness they instill. Indeed, the time-honored traditions, seasonal foods, and momentary respite from work and school help set the stage for love and laughter with those we hold dear. However, if you’re far from home this holiday season, or your loved one can’t be with you due to social distancing measures, don’t despair.
How To Save When You’re Spending This Holiday Season
The holiday season is in full swing and shoppers are busy filling their carts with the perfect gifts for the special people in their lives. If history is any guide, however, many are also spending beyond their means. You can avoid overspending by following this guide.
How to Fall In Love With Your Business Again
This year has been tough for everyone... as you approach the end of 2020 and enter 2021 you may find yourself struggling to find the passion you once had for your business. Discover a few ways to fall in love with your business again.
What is Your Financial Pyramid?
You may have learned about Maslow’s Hierarchy of Needs in your high school or college psychology class. Well, it can work for your financial needs too. By applying a similar approach to your finances, you can prioritize what’s most important among what might seem like an overwhelming number of responsibilities, from paying off debt to saving for retirement.
Seven Things Financial Planning Does for You
Every adult needs to financially plan. Notice how we didn't say have "a financial plan" and, instead, emphasized the verb “plan.” That's because we strongly believe that the most impactful outcomes of a financial planning relationship are the conversations that need to take place in order to arrive at the most important part ― goal achievement. Click to read more about some important factors that financial planning can help you with.