The Justice Department recently announced the largest sweep of elder fraud cases in history. How can you, or a senior family member, avoid becoming a victim of fraud? WHAT ARE THE MOST COMMON EXAMPLES OF ELDER FRAUD? Mass Mailings Telemarketing Investment-related WHO ARE THE BAD GUYS? Global crime organizations A relative A fiduciary
Get your family involved with your saving plan by brainstorming ways to cut expenses in order to free up money to put toward your saving goals. Explore low- and no-cost activities you can do together as a family. Consider selling rarely used books, toys, clothes and other items in a garage sale or other marketplace.
By Tammy Bruzon, America Saves Communications Coordinator What does “saving the extra” mean to you? Whether it is putting change in a piggy bank or moving everything not in the budget into savings, those three little words can mean big money down the road. This America Saves Week, try one (or all) of these
By Heather Marshall, CFPC, MPP; Educator, AAA Fair Credit Foundation/Utah Saves As the old adage goes “Actions speak louder than words.” On the topic in question, it is fair to say spending is an action that implies values. Which explains why the nature of finances can be so personal, and challenge us to ask
By Jacquelyn Pica We all want to save more money. The question is, how? With so much new technology out there, it’s easy to feel overwhelmed. Plus, maybe you don’t feel comfortable sharing personal bank details with tons of different websites and apps. Forget the latest tech — these seven methods will
By Invite Education The recent tax bill expands 529 savings plans to include expenses for elementary and secondary education. And, the annual gift tax exclusion has increased. This is big news for education savers – no matter how much you are saving! Congress wanted to make it easier to save for education. Traditionally,
Iiiiittt’ssss baaack. We are talking inflation today on Sunday Money– U.S. consumer prices recorded their largest increase in 11 months in December 2017 bolstering expectations that inflation will accelerate this year. WHAT IS BEHIND THE RECENT UPTICK IN INFLATION DATA? Increases in demand and sales typically leads to rising prices: Housing rents. Car sales.
The start of a New Year is a great opportunity to do some financial housekeeping! Which documents and records should you keep and which ones can you throw away? WHAT IS THE STARTING POINT FOR KEEPING GOOD FINANCIAL RECORDS? Develop a filing system. Set up a file for: Bills Due: Immediately after opening mail,
With an unexpectedly stellar year for investment markets behind us, what’s in store for the year ahead? Certified Financial Planner Paul Fain provides eight financial predictions for 2018. CAN THE U.S. ECONOMY STAY ON A ROLL? U.S. ECONOMY ↑: Will grow and remain near 2.5%. The U.S. economy has greater momentum than it has
One of the greatest gifts you can give your children or grandchildren – all year long — is Financial Literacy, a basic understanding of money management. Certified Financial Planner Paul Fain explains some age appropriate ideas for you to share with your children in 2018. WHAT IS A GOOD AGE TO START TEACHING