Take Advantage of the Sweet Spot for Roth IRA Conversions

Roth IRAs have been around for more than 20 years now. Which is long enough, it would seem, for retirement savers to have heard about the tax benefits they offer. Yet, many Americans still aren’t using a Roth…more

5 Retirement Planning Tips for Your 50s

If you’re in your 50s, chances are you’re on the home stretch of your working years and looking ahead to retirement. As you get closer to leaving the workforce, it’s a great time to take stock of your…more

From Startups to the Stock Market: How Women are Revolutionizing Investing

The gender investing gap is real—and a lack of confidence may have something to do with it. Many women assume that they lack the skills and knowledge to invest. While research does suggest that women are less confident…more

4 Simple Ways Couples Can Get Financially Aligned

There’s no secret recipe for a healthy relationship, but experts say that emotional responsiveness is a huge factor. At the end of the day, we want to feel like our partner is there for us and responding to…more

Good News: SECURE Act 2.0 Can Help You Save More for Retirement

The way you approach retirement saving may be changing, thanks to a new spending bill that was recently signed into law. The Securing a Strong Retirement Act (SECURE 2.0) builds on the SECURE Act of 2019. It introduces…more

Smart Money Moves for Women in 2023

It can sometimes feel like the financial deck is stacked against women. We earn 82 cents for every dollar a man makes, according to a recent PayScale report. A woman’s income and ability to save for retirement may…more