Articles

From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.

You’ve come to a point in your life where you have a bevy of responsibilities. Whether you’ve just bought your first home, gotten married, or started a growing family, you have people you love who rely on you. You need to make sure they’re taken care of even if the worst happens and you can no longer support them. It’s time to think about life insurance. Buying your first life insurance policy shouldn’t be difficult, but there are things you’ll need to know to get the best policy for your situation. Here are five steps to help you figure out what kind of policy you need and how much coverage you should purchase.

As a Gen Z or Millennial, you may think you’re too young to think about life insurance, but actually your need for coverage may be higher now than when you’re older. You’re just starting out and likely haven’t had time to amass significant assets that might offset a sudden loss of income.

What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.

You’ve been saving for retirement for quite some time, but you have more than a decade to go before you can finally step away from your full-time job. While it might feel far off, now is the time to evaluate how you’re doing with your savings plan and adjust if necessary. Many wonder how much is enough when it comes to their retirement, and as you near retirement age, those funds and your needs may have changed since you first started out. By taking the time to review your approach, you can be prepared for the road ahead.

A 401(k) is one of your most essential financial strategy components. While many think of their 401(k) merely as a workplace benefit, proper 401(k) management is vital to your retirement plan. In this article, we’ll look at three personas to illustrate the best 401(k) management practices in different career stages to help you maximize your retirement savings' financial benefits and potential.

Getting a new job can dramatically change your financial situation with a new salary, new prospects for advancement, and new benefits. But in all the excitement, don’t forget about the retirement benefits you’ve earned from previous employers. Making the right decisions about your retirement strategy now during your job transition can pay off handsomely later on.

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.

Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.