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Life Planning

Evaluating a Job Offer

August 21, 2017
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If you’re considering changing jobs, you’re not alone. Today, few people stay with one employer until retirement. It’s likely that at some point during your career, you’ll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new…

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U.S. Census Bureau Releases Report on Young Adulthood

May 30, 2017

In an April 2017 report, the U.S. Census Bureau examines changes in young adulthood over the last 40 years. The study looks at how the economic and demographic characteristics of young adults (ages 18 to 34) have changed from 1975 to 2016. The report defines adulthood as a period in life associated with common experiences…

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Merging Your Money When You Marry

March 27, 2017
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Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The…

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Qualified Domestic Relations Order (QDRO)

March 13, 2017

What is a qualified domestic relations order (QDRO)? A qualified domestic relations order (QDRO) is a court judgment, decree, or order establishing the marital property rights of a spouse, former spouse, child, or dependent of a pension plan participant with respect to certain qualified retirement plans. Several requirements and restrictions apply. To what extent are…

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41 million Americans have had their identities stolen

October 10, 2016

Many Americans are dangerously at risk of being victims of credit card fraud and as many as 41 million U.S. adults have already had their identity stolen, according to a Bankrate.com survey of 1,000 adults conducted last month. Another 49 million know someone who has been affected, the research found. “About 2 in 5 Americans…

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I'm getting remarried. How will this affect my Social Security benefits?

July 25, 2016

If you’re receiving benefits based on your own work record, your benefits will continue. If you’re receiving spousal benefits based on your former spouse’s work record, those benefits will generally end upon your getting remarried, but you may be able to receive benefits based on your new spouse’s work record, or on your own. If…

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10 Years and Counting: Points to Consider as You Approach Retirement

July 18, 2016
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If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work…

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The Joys and Financial Challenges of Parenthood

July 11, 2016
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Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand–from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place–that someday they will be grown, independent, and ready to move out…

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Maintaining Your Financial Records: The Importance of Being Organized

June 27, 2016
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An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document–and you’ll need to locate it relatively quickly. By…

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Understanding Your Paycheck

June 13, 2016
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Congratulations! You’ve just landed a new job. Here are some important things to be aware of before you receive your first paycheck. When will I receive my paycheck? How often will you be paid? Typically, your payday will depend on the company you work for and which state you work in. You might be paid…

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