6 Ways to Use a Tax Refund to Jump-start Financial Goals

The investing information provided on this page is for educational purposes only.  A tax refund can be an opportunity to advance financial goals, whether you need a shovel to dig your way out of debt or a launching pad to generate more income. The average tax refund...

Should You Care About Your Partner’s Credit Score?

Discussing credit scores with your partner isn’t anyone’s idea of pillow talk. But the conversation can provide important clues about your beloved’s history with money and what your financial future together could look like. Why do credit scores matter, and are they...

Building Financial Resilience Can Help You Ride Out Tough Times

The investing information provided on this page is for educational purposes only.  Financial resilience provides a safety net that you might rarely use — but when you need it, you’ll be glad you have it. “A household is financially resilient if they are prepared to...

5 Must-Know Tax Breaks for the 2024 Filing Season

Wondering which tax breaks you might be able to take advantage of this year? It might help to first take stock of any major financial decisions or changes you made last year. Home upgrades, a new electric vehicle purchase or paying down some student loan interest are...

What to Do About Debt in Retirement

From taking on side work to strategically downsizing, here are ways to help you tackle retirement debt. A growing number of older adults are in debt in retirement, according to the 2022 Survey of Consumer Finances from the Federal Reserve. Among people ages 65 to 74,...