There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer's retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an employer retirement plan.¹

A majority of people in the U.S. have some form of debt. These include but aren’t limited to student loans, credit cards and personal loans. With so many debts to keep track of, how is one supposed to pay anything off? Simple – a debt repayment strategy!

Trust and communication are key to a successful relationship, especially when it comes to finances. When a partner in a relationship isn’t completely honest about money, they’re likely committing financial infidelity.

The deadline to file your income taxes is April 18, 2022! If you’ve been dragging your feet on filling, or looking for a place to start, read more in our most recent blog in the 12 Months to Financial Fitness series.

Retirement planning is tough and full of never-ending questions. Am I saving too much or too little? When should I retire? Am I claiming social security too early? The list goes on and on, and it's enough to make your head spin. Here are some mistakes to avoid to make retirement planning simpler.

El puntaje de crédito es una de las métricas más importantes en el mundo de las finanzas. Las instituciones financieras utilizan este número de tres dígitos para analizar cuán probable es que un prestamista pague sus deudas. Compañías como FICO determinan este número analizando ciertos factores relacionado a las líneas de créditos y préstamos.

Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.

People love space! Anyone who has lived in a cramped home or apartment has yearned to move on to something bigger. As needs change through the years and you achieve your big home goals, you may find yourself wondering if it’s time to downsize. Let’s find out if downsizing is right for you.

With January behind us, as well as a better understanding of our spending, it’s time to build the budget we’ll be using for the rest of the year.