Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.¹
It […]
Protect Your Valuables: The Ultimate Guide to Home Inventory
Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023.¹,³
It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement […]
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Should You Borrow from Your 401(k)?
The average household with revolving credit card debt had a balance of $21,083 as of March 2024. With the average credit card annual percentage rate sitting at 27.65%, it represents an expensive way to fund spending.¹,²
Which leads many individuals to ask, “Does it make sense to borrow from my 401(k) to pay off […]
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Medicare Advantage plans are offered by private insurers in conjunction with the Medicare program, and can provide you with additional health insurance coverage.
What’s in the plans?
In addition to signing up for Medicare Part […]
