How to find your unclaimed cash

There is nearly $8 billion in unclaimed cash currently held by individual state and federal governments. It’s natural to wonder if you’re owed money. According to the National Association of Unclaimed Property Administrators (NAUPA), a nonprofit representing unclaimed property programs… Read More

Take steps to prepare for retirement

There are several key areas of your finances to review as you get nearer to retirement. The more research and planning you do before the day comes, the better prepared you will likely be when that day arrives. Use this… Read More

Happiness is the key to experiencing your bucket list

The bucket list. Everyone’s heard of it. It’s your list of to-do’s after you retire. Retirement planning is also a common phrase. When combined, “retirement planning” and “bucket list” can be a simple approach to achieving a happy post-work life…. Read More

Time for your 401(k) check-up

Just like you need an annual check-up, your 401(k) plan should have one, too. Here are some things you can do to make sure your retirement plan is healthy. Review your retirement goals Your 401(k) contributions today help you build… Read More

Tips for navigating social security benefits

As you near retirement it’s important to start thinking about your Social Security options. Consider when you want to begin taking withdrawals and the potential tax obligations. Here are some of the key issues to think about. Full benefits Currently,… Read More