Ideas & Insights

From Head in the Sand to Toes in the Sand: How to Control Your Finances for a Perfect Retirement

March 28, 2019, No Comments by Kimberly L. Curtis

 

Mark and Tracy were raised in working-class families that never talked about money. At ages of 63 and 56, the two college-educated software engineers were enjoying the life they had worked hard for. But even without kids, the first-generation success stories had not saved as much as they had hoped.

What To Consider When Retiring Abroad

December 20, 2018, No Comments by Kimberly L. Curtis

When thinking about retirement, where you plan to live is a big factor. There’s a lot to consider when picking the place you want to live after retirement. Depending on your lifestyle, you may consider living abroad. Retiree’s who are interested in living abroad have a lot more factors to take into account, such as healthcare, transportation and language. Here are some important issues to think about before you make the move abroad:

What Affects Your Cost of Car Insurance

December 13, 2018, No Comments by Kimberly L. Curtis

If you’ve looked at your car insurance bill recently and noticed that the cost of your insurance has increased, you may be wondering what you did to cause it. We’ve compiled a list of the 13 factors that insurance companies take into account to determine how much your insurance should cost, and what you can do to lower your costs.

What You Need to Know About Timeshares

November 30, 2018, No Comments by Kimberly L. Curtis

Sometimes you may find yourself on vacation in a place you really love. Something about the atmosphere or the idea really appeals to you and you find yourself wondering about getting a timeshare. Or maybe you got a discount at a hotel as long as you sit through their hour long timeshare pitch. Either way, getting a timeshare may seem like something you might be willing to do. We’ve put together a list of 6 things you have to know before you consider purchasing a timeshare.

Financial Decisions Don't Stop with Death

November 15, 2018, No Comments by Lucille Rosetti

By: Lucille Rosetti (l_rosetti@thebereaved.org)

How to Rebuild Your Credit Score

November 12, 2018, No Comments by Kimberly L. Curtis

Bad credit can be the result of a variety of things, maybe you defaulted on student loans, had years of high credit card balances or had a foreclosure. No matter the reason, living with a low credit score can be tough. You can be charged higher insurance rates, new credit cards could be difficult to obtain, and bank loans may costlier. Also the number of companies that require pre-employment credit checks will continue to grow.

Tips for Negotiating Your Salary

October 31, 2018, No Comments by Kimberly L. Curtis

Whether it’s your first job or not, negotiating your salary is always something you should consider doing. You may feel like what you were offered doesn’t represent everything that you bring to the table or maybe you just feel like you could get a little bit more. The important thing to remember is that you won’t know what your options are if you don’t ask.

What You Need to Know About the Economic Growth, Regulatory Relief, and Consumer Protection Act

October 26, 2018, No Comments by Kimberly L. Curtis

Congress just passed the new Economic Growth, Regulatory Relief, and Consumer Protection Act of 2018 which offers some important new features for consumers. One of the most important features is the ability to freeze or unfreeze your credit report for free at all three major credit reporting bureaus, Equifax, Experian, and TransUnion.

Market Volatility is More Common Than You Think

October 18, 2018, No Comments by Kimberly L. Curtis

For those of you who closely follow the capital markets, the recent volatility may be causing some investors to worry. In the past couple of weeks, from September 30 - October 10 the US market fell 4.8%. Some investors may find it difficult to remain calm while facing a dramatic market downturn. Weathering the storm through downturns may prove more beneficial to investors than bailing when things get rough.

Taxpayer Rights

October 12, 2018, No Comments by Kimberly L. Curtis

As U.S. citizens, when you interact with the IRS you have certain rights, even with asking a simple question about taxes. These rights are outlined in the Taxpayer Bill of Rights. Below are the ten rights summarized with links to learn more:

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