Financial Education Center

Financial Literacy Month 2021: Are You on Track to Financial Wellness?

April is National Financial Literacy Month, or a month set aside to highlight the importance of sound financial behaviors. Financial literacy is understanding and employing financial skills, such as budgeting, debt management, and investing.

A Few Simple Ideas to Reduce Income Tax

Though the official tax filing deadline has been pushed back to May 17, 2021 April still has the honorable distinction of being considered “tax month” in the hearts and minds of most Americans.

What Drives Investment Decisions, Our Hearts or Our Minds?

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.

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.

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.

Retirement: Proceed With Caution Before Relying on General Rules

When investing for retirement, you're likely to hear a lot of well-meaning guidance from family, friends, and others offering advice — even the media.