Financial Education Center

What Drives Investment Decisions, Our Hearts or Our Minds? Part II

Undoubtedly, 2020 will go down in history as a record setting year, but also as one of, if not the most, hated and devastating year in modern time.

Understanding the Net Investment Income Tax

If your income hits a certain level, you may face an additional wrinkle in calculating your taxes: the net investment income tax (also referred to as the unearned income Medicare contribution tax).

Social Security and Medicare Face Financial Challenges

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs.

How COVID-19 Has Changed Consumer Behavior and the Future of Retail

U.S. consumer spending accounts for about two-thirds of all economic activity, so it's good news that many businesses and consumers have adapted quickly to the new normal created by the pandemic.

New Year’s Resolutions for Wealth Planning

For many of us, 2021 could not come fast enough.  While New Year’s resolutions are a common tradition, making and keeping effective resolutions may be part of the key to making sure this year is better than the last.

Understanding Your Paycheck

Congratulations! You've just landed a new job. Here are some important things to be aware of before you receive your first paycheck.