Women seek retirement confidence after COVID setbacks
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A crisis of confidence A 2021 Nationwide Retirement Institute® survey of employer-sponsored retirement plan participants and plan...
hillary745
- Feb 17, 2022
- 3 min
Flexible Spending Accounts
Our friends at Investopedia offer some great information about Flexible Spending Accounts. What Is a Flexible Spending Account (FSA)? A...
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hillary745
- Feb 15, 2022
- 3 min
Retirees May Keep More Savings Under New Guidelines
According to Putnam Investments, in a move that may help retirees keep more of their savings longer, the Treasury Department recently...
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hillary745
- Feb 9, 2022
- 2 min
Ways to Maximize Your 401(k)
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you...
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hillary745
- Feb 7, 2022
- 3 min
If You Are Close to Retirement, Here Are Five Steps You Must Take Now.
There's one sure way to make an event stressful: Head into it unprepared. If you’re within five years of retirement, don’t procrastinate....
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hillary745
- Jan 27, 2022
- 2 min
National Data Privacy Day - January 28th
Your devices make it easy to connect to the world around you, but they can also pack a lot of info about you and your friends and family,...
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hillary745
- Jan 21, 2022
- 2 min
Outgrowing Your Home?
Determine if it makes sense to move or remodel... THE HOUSING MARKET IS SURPRISINGLY STRONG RIGHT NOW. IF YOUR FAMILY NEEDS MORE SPACE,...
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hillary745
- Jan 9, 2022
- 2 min
How Much Higher Can Treasury Yields Go?
Coming into 2021, we expected Treasury yields to move higher. And they did. Higher inflation expectations, less involvement in the bond...
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hillary745
- Jan 2, 2022
- 1 min
Outlook 2022 - Staying in the Zone
We expect solid economic and earnings growth to help stocks deliver gains in 2022. The mid-cycle push Looking more closely, in a...
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hillary745
- Dec 16, 2021
- 3 min
Time to Tune-Up Your Financial Plan
There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical...
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hillary745
- Dec 12, 2021
- 2 min
Outlook 2022
Passing the Baton - Presented by LPL Research Our resurgent economy grew at over a 6% pace in the first half of the year and is on track...
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hillary745
- Dec 9, 2021
- 2 min
High-Net-Worth Individuals and Charitable Giving
Benevolence does not have to come at the expense of tax savings. Lets be clear: Charitable giving is a standalone act whose value is to...
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hillary745
- Dec 1, 2021
- 3 min
Travel Tips for the Holiday Season
Nationwide provides excellent advise for holiday travelers this season! 1. Do your research Get to know your destination in depth before...
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hillary745
- Nov 23, 2021
- 4 min
Holiday Shopping - Things to Remember on Black Friday and Cyber Monday
Great information from Consumer Reports regarding the upcoming Holiday shopping season! According to ConsumerReports.org, some of us wait...
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hillary745
- Nov 15, 2021
- 2 min
LOOKOUT! IT’S INTERNATIONAL FRAUD AWARENESS WEEK
QUICK QUIZ: A WELL-KNOWN FRAUD HYPOTHESIS DEVELOPED BY DONALD CRESSEY IDENTIFIES A FRAUD TRIANGLE, WHICH INCLUDES THREE FACTORS THAT NEED...
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hillary745
- Oct 26, 2021
- 3 min
Smart Investments Can Pay Off Down The Road
Looking to begin an investing journey? We offer tips to help guide your strategy. There are no shortage of tips for investing. In fact,...
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hillary745
- Oct 24, 2021
- 1 min
Risks You May Not See
Hidden threats to your wealth and lifestyle could be lurking. As wealthy households plan to sustain their assets, they must also consider...
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hillary745
- Oct 20, 2021
- 2 min
Budget–It’s Not a Bad Word
Take stock of your spending habits and create a budget. Seeing the numbers in front of you can help you understand your financial...
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hillary745
- Oct 14, 2021
- 3 min
6 Tips for Safe Online Banking
More than half of U.S. adults bank online, according to Nationwide.com and Pew Research Center, and about a third of them bank via cell...
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hillary745
- Sep 21, 2021
- 2 min
Merging Money With Your Spouse
After you both say, “I do,” should your financial lives connect, too? You face many issues when you get married - how many children,...
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