While robo-advisors are a great option for some investors, they may be too limited for others. Continue Reading
What Consumers Need to Know about Investing with Robo-Advisors
Category Archives: Security
5 of the Most Important Financial To-Dos for Newly Married Couples
Once you get married, follow these tips to reduce your monthly costs and safeguard your joint finances. Continue Reading
These Are 5 of the Steps You Need to Consider If Your FICO Score Is 740 or Above
Repairing a poor credit score takes a lot of diligence and work, but the payoff can be very exciting. For many people, reaching a credit score of 740, which is widely accepted as the threshold between good and very good credit, is a major milestone. At this point, individuals become candidates for virtually any form… Continue Reading
7 of the Changes to Tax Law That Taxpayers Need to Know
While the 2017 tax season was largely business as usual, things will be very different in the 2018 season because of the new laws that were passed in late 2017. To maximize returns, or at least minimize how much is owed, individuals need to start thinking about the changes they need to make to their… Continue Reading
What You Need to Know About the Retirement Savings Tax Debate
One of the most important tools that individuals use to save for retirement is the 401(k) plan, which now faces an uncertain future. With different messages coming from the legislative and executive branches regarding potential changes to tax law considering 401(k)s, many Americans are rightfully worried about what the future holds for this popular investment… Continue Reading
5 Ways to Be More Proactive with Your Personal Finances
When it comes to personal finances, many people take a reactive rather than a proactive approach. A reactive approach to personal finances means that necessities and expenses dictate how one allocates money. In other words, individuals pay the bills as they arrive rather than planning for them ahead of time. This method becomes especially problematic… Continue Reading
5 of the Best Ways to Protect Personal Information After a Data Breach
Recently, Equifax made headlines after it suffered a massive data breach affecting over 140 million individuals. The breach included data such as customer Social Security numbers, addresses, and birth dates as well as driver’s license numbers. For the most part, passwords were not compromised and only a few credit card numbers were revealed. People affected… Continue Reading