Financial How Tos

Retirement Readiness

Life is full of “first” experiences to be cherished, and “first” experiences we may wish we had avoided.

New “first” experiences continue to arise as we age, from wonderful experiences such as the birth of a grandchild to dreaded experiences such as aching joints and adjusting to new physical limits. But we don’t have to touch the stove to learn that it’s hot, we can learn that from others’ experiences too.

Make the Most of Your First Paycheck

Getting that first job after college or high school is very exciting, yet stressful. You have many new challenges, opportunities, and commitments. And you likely have a lot of questions. One of the biggest new challenges may be the management of money and personal finance.

New IRS webpages

The IRS has established www.irs.gov/coronavirus to provide information specifically related to the pandemic. News releases, statements, and guidance will be collected there. The initial statement concerned health savings accounts and high-deductible health plans. “Health plans that otherwise qualify as HDHPs will not lose that status merely because they cover the cost of testing for or treatment of COVID-19 before plan deductibles have been met.”

A guide to our trust services

Trusts are not as mysterious as most people seem to think, and technological advances have made trust-based financial planning accessible to more and more families. That’s one reason why discussions of trusts seem to be popping up in the popular press more and more.

Investing – Steady Hands

“This time it’s different.” That’s a phrase we usually associate with market tops. Just before the internet investment bubble burst, for example, we heard rosy economic forecasts and excellent rationalizations for inflated stock values. As we know, markets will right themselves; bubbles will burst. 

ABA’s Top 10 Tips for College Students

They understand GPAs and test scores but how can we help them better understand their credit score or the value of saving? The ABA’s top 10 tips are designed to give students an edge on mastering personal finance.

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