Notes & Insight Blog

COVID-19 has brought about an era of remote work. If you're debating keeping your work remote, these are 5 financial advantages you can expect.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

With a baby on the way, there are endless details to keep in mind. From health insurance to car seats, here's what expecting parents should do to get ready for their new arrival.

Childcare can grow into a huge expense. If you're in need of help as you return to work, these are your options when it comes to summertime childcare and how they'll affect you financially.

Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.

IRS inflation adjustments are meant to ease federal taxes for taxpayers. It pays to know the most recent changes, which you can use to prepare for the 2020 tax year.

Millions of Americans are jobless as a result of COVID-19. If you're considering using your unemployment benefits to fund a new business, get your questions answered here first.

If you're retired, a market crash is cause for concern. Here are 4 things you can do to help make positive financial decisions in the wake of a market downturn.

If COVID-19 has had a negative impact on your family's finances, we're discussing three next steps to take right now.

If you have questions about your student loan debt in the midst of COVID-19, here are three questions that you should be asking to figure out what to do next.

If you've recently received your $1,200 stimulus check, have you thought about what you'll do with it? We're offering 6 productive things you can do with your stimulus check right away.

If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.

Battling a global pandemic means confronting factors outside of our control — but there are still certain ways you can protect and manage your money during COVID-19.

If you're looking to spend your golden years living at home, you may want to consider tapping into the line of credit right at your fingertips.

You pay your rent, go out to eat several times a month, and have a 401(k). Everything is fine, right? Well, it may be, but your money can likely do even more for you. Here are 5 steps to get your finances organized for 2020 — your future self will be grateful.

A simple, 4-step guide to getting your business's budget in gear for 2020. (#3 on the list is a must-do you probably hadn't even thought of!)

The IRS has released the 2020 tax brackets, ranging from 10% to 37%. Find out where you'll fall and what changes have been made.

Show your kids the importance of giving back during the holiday season with these 15 fun and simple ways to help those in your community.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Especially prevalent amongst young professionals, lifestyle creep is a hurdle many face in saving for their short- and long-term goals.