Budgeting Your Paycheck
Payday is here—now what? Learn how to make the most of your hard-earned money with this step-by-step guide to budgeting effectively. From calculating your net income to setting realistic financial goals, tracking expenses, and adjusting spending, this video equips you with practical strategies to take control of your finances. Discover how small adjustments can lead […]
Understanding Your Paystub
Your paycheck is more than just your take-home amount—it’s a detailed breakdown of where your hard-earned money goes. This video walks you through the components of your pay stub, including gross pay, taxes, deductions, and net pay. Learn how to interpret federal and state deductions, Social Security, Medicare, and more, empowering you to take control […]
Year-End Money Moves: 10 Valuable Planning Opportunities to Consider
As the year draws to a close and the holiday season ramps up, it’s easy to get caught up in the busy routines of everyday life. However, individuals should not lose sight of valuable year-end planning opportunities which could yield meaningful tax savings, strengthen one’s financial position and help ensure alignment with long-term goals. For […]
Market Review – October 2024
Markets rallied in November giving investors plenty for which to be thankful.
Market Monitor – Third Quarter 2024
Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.
Market Review – September 2024
Markets rallied in November giving investors plenty for which to be thankful.
Navigating Markets in an Election Year – A Data Driven View into Partisan Politics
In 2024, citizens worldwide will head to the polls, shaping the course of their nations. National elections are slated to occur in countries representing 40% of the global population.[1] The decisions made by these elected officials can hold significant sway over our daily lives, often resulting in laws that directly impact us. With such high […]
Market Review – July 2024
Markets rallied in November giving investors plenty for which to be thankful.
How the 50/30/20 budgeting rule works—and can help simplifying how you spend money
Having a household budget can help you stay on top of bills, pay off debt, save for retirement, and achieve other long- and short-term financial goals. But there are many ways to go about it, including using a budgeting app or the envelope system.
Market Monitor – Second Quarter 2024
Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.