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How to Stop Living Paycheck to Paycheck 

Stopping the cycle of living paycheck to paycheck can be tough. Reducing expensive debt and getting a handle on spending can help.
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8 Budgeting Apps to Help You Stay on Track Financially  

Budgeting apps can make it easy to track your finances. We explore eight options to help you get started.

How to Stop Living Paycheck to Paycheck 

Stopping the cycle of living paycheck to paycheck can be tough. Reducing expensive debt and getting a handle on spending can help.

9 Ways to Save Money During Your Summer Vacation  

Travel expenses include more than just the cost of transportation and lodging. Here are some tips on how to save money while you're on vacation.

Is a Mortgage Loan Modification Right For You? 

If you’re a homeowner struggling to make your mortgage payments, a loan modification might be one option. We explore when it might make sense.

How to Shop for Homeowners Insurance 

Finding a homeowners insurance policy can be a challenge. We offer guidance on what to look for and how to save money.

Getting a tax refund? Here’s how to spend it wisely 

Expecting a tax refund? Here are some tips to make the most of that money.

How to Decide Where to Retire 

Retiring is an enormous life change, and if you’re thinking about moving after you stop working, that transition may become even bigger. In this article, we’ve rounded up some of the most important considerations to help you tackle the decision of where to retire.  In the Transamerica Center for Retirement Studies 2023 survey, retirees ranked […]

Time for Taxes: 6 Key Changes to Know About This Season 

Nothing can be said to be certain except death and taxes, according to Ben Franklin. But this time of year, we can add one more thing: at least some tax-filing rules, deductions and exemptions.  As you start to prepare your information to file your 2024 return, be sure you are up to speed on what’s […]

Debt Consolidation, Debt Settlement: Understanding the Differences 

Key takeaways:  Debt can feel like a heavy weight, leaving you stressed and anxious, and sending you searching for a solution. Along the way, you may come across “debt consolidation” and “debt settlement.” While they may sound somewhat similar, they offer distinctly different ways to pay off your debt.  Here, we’ll explain how they are […]

Money Issues to Discuss Before Tying the Knot 

Key takeaways:  More than a third of couples get engaged between Thanksgiving and Valentine’s Day, according to the wedding planning magazine The Knot. That means we’re at the tail end of engagement season and many couples will soon be in the throes of planning their nuptials. While they may deliberate on everything from dresses and […]

How to Start the Year with a Savings Challenge 

Key takeaways:  Every January, millions of Americans make resolutions to improve their finances. In fact, according to Fidelity, two-thirds of us will focus on financial resolutions in the new year. Not surprisingly, saving more money is one of the top priorities in Fidelity’s survey.  Making a commitment to save more is wonderful. But to make […]

7 Smart Tax Moves to Make Before the New Year 

Key Takeaways:  During November and December, most people anticipate holiday festivities and the fresh start that a new year brings. These months also present the opportunity to ease tax planning – and potentially obtain some tax advantages – well before the April 15 IRS filing date (April 17 for residents of Maine and Massachusetts).  Here […]
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