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Money Moves

calendar showing December and holiday artifacts

12.05.19

‘Tis the season to plan ahead

‘Tis the expensive season — the holiday season, that is. Between travel, food and gifts, your account balance can drop faster than Santa down the chimney.
older couple holding hands while sitting on a beach

11.20.19

Six predictors of happiness in retirement

A study of adult development has been carried out at Harvard for roughly the last century. Three groups have been tracked:
young couple moving boxes into new home

11.19.19

In the market for a mortgage? Your time may be now

Amid ongoing international trade disputes and a weakening global economy, mortgage affordability in the U.S. is improving. In fact, mortgage rates have hit a three-year low since the Federal Reserve slashed the federal funds rate this summer — the first cut since the Great Recession.
young woman smiling while on her mobile phone

11.08.19

Don’t let love blind you: avoid the online romance scam

You’ve met the perfect match online. The dating app messages quickly lead to texts, then phone calls. Shortly thereafter, your new love arranges plans to meet in person. He asks you to send money to cover his travel expenses.
two boats docked at a pier

11.05.19

A good case for a corporate fiduciary

As they say in the movies, the following is based upon a true story. Alex was in the market for a boat slip. He found one, owned by a brother and sister
couple talking to advisor looking surprised

10.28.19

Is it time to break up with your bank?

Breakups can be hard, but let’s face it: Sometimes they’re necessary. If your bank isn’t making you happy, it may be time to start thinking about taking your money elsewhere.
digital illustration of a keyboard that says 401k Plan

10.21.19

How to avoid early withdrawal penalties

To increase the likelihood that tax-preferred savings actually will be used for retirement, Congress included a 10% penalty tax on IRA and 401(k) distributions before the account owner reaches age 59½.
woman carrying many department store shopping bags

10.08.19

Avoid these six financial false steps

Money makes the world go ’round, and being irresponsible with your finances can leave your world in ruins. But if you avoid these costly blunders, that doesn’t have to be your situation.
a line of new cars at a dealer

10.01.19

Think twice before buying that new car

When you’re shopping for a new car, it’s easy to get caught up in the shiniest, newest car to hit the market. After all, some come with high-tech features, like multizone climate systems, heated steering...
frustrated man looking at receipts

09.15.19

Four ways to stop living paycheck to paycheck

For many people, the days just before payday are the hardest. With no savings and only a few bucks in the checking account, waiting for payday to come can feel like an eternity.
digital illustration of a keyboard that says 401k Plan

09.10.19

Think hard before tapping your 401(k) balance

One of the features that make 401(k) plans so attractive is that your money is not completely out of reach should an emergency need arise.
person putting a coin in a clear jar with the label Vacation

08.22.19

Three budget-friendly vacation ideas

Ah, summer. The season of warm weather, long hours of daylight and of course, vacations that drain our pocketbooks. But what if there’s nothing in those pocketbooks to begin with?
pen writing don't do it

07.12.19

Six things you shouldn’t do after applying for a mortgage

You found it: the perfect ranch-style home with an open floor plan, a finished basement, an attached garage and French doors leading to ...
three generations of a family laughing together

07.12.19

Pass it on: Make sure your hard-earned money is left to the right people

Building up your savings takes years of hard work. And at some point, you’ll want to make sure your hard-earned money is passed on safely to your children and grandchildren.
a banged up car after an accident

07.12.19

Five tips for managing the stress of a financial setback

Life is full of surprises. From an expensive car repair to an unexpected medical bill, many people have been, or will be, blindsided by ...
Smiling man with a papers in hand on phone

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