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Popular Holiday Scams (and How to Avoid Them)

It’s natural to act quickly when you find a good deal—especially when you’ve been searching for the perfect gift. That's why scammers step up their game during the holidays.

Couples' Therapy: Investing Together

Some couples have contrasting approaches to investing and different ideas about what’s needed to retire. Follow these tips for going down the investment road together. 

The Ins and Outs of 401K Withdrawals and Loans

As inflation persisted, a record number of people dipped into their 401K accounts to help make ends meet. We explain the tradeoffs of going this route.

Organizing Your Household Finances

Whether it’s in a bulky metal filing cabinet or secure folders on your computer, an organizing system for your financials can make all the difference.

Priced Out of An Upgrade? Elevated Home Values Mean You Have Options

While high listing prices and higher interest rates can push upgrading to a new home out of reach, it opens the doors to upgrading in place with a home equity line of credit.