Financial Wellness Center

Feb 24, 2025

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2024. If you had earned income last year, you may be...

Feb 14, 2025

Decision-making is a fascinating and complex behavior. Your mindset plays a crucial role in shaping long-term choices, particularly when it comes to...

Dec 10, 2024

Among all of the economic indicators released each month, three reports in particular can move the market: the Employment Situation, gross domestic...

Oct 28, 2024

The performance of the stock market during presidential election years has long been a subject of interest for investors. Historically, there have...

Oct 10, 2024

As an investor, you probably track the return on your investments. But it's likely that you look at the nominal return, which is the percentage...

Oct 03, 2024

Yes. Anyone with earned income can open and contribute to a traditional IRA. The contribution limit is $7,000 for 2024 ($6,500 for 2022), plus an...

Sep 20, 2024

While important, it should not be the sole driver of your investment decisions The Federal Reserve plays a pivotal role in the U.S. economy, and...

Aug 19, 2024

On Monday, August 6th, global financial markets were shaken, and for many retirees, the sudden drop in the S&P 500 by 3% was a stark reminder of the...

Jul 09, 2024

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water is cold. A decision about...

May 21, 2024

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give people another...

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