3 Ways to Invest in Our Planet on Earth Day

A green future is a prosperous one, and it is essential for everyone to do their part to ensure the future stays bright. Earth day may be the ideal time to find ways to invest in the planet so that the current generation and future generations may reap the benefits of a clean and productive [...]

If Social Security Falls Short, Have a Plan

Are you worried about the current state of the Social Security system and how its future may affect your retirement income? It’s important to take a long, hard look at your current savings strategy to ensure you’ll be able to compensate for this, or any other, retirement income shortfall. Here are some important savings strategies [...]

10 Ways to Use Your Tax Refund

As we approach tax day 2022, you may be expecting to receive a tax refund. While you may have a temptation to spend your tax return, other options may be more beneficial to your financial situation. Your tax refund is for overpayment of your taxes and reflects your hard work. With that in mind, here [...]

Spring Clean Your Finances with a Financial Review

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to complete last year's taxes while making any changes you need to potentially improve next year's tax situation. [...]

Protecting Financial Information from Prying Eyes

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created a large mass of information that is, in some cases, hardly private. Many marketing companies routinely employ software programs designed to identify you [...]

Colliding Forces – Russia, Oil, Inflation, and Market Volatility

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot be measured, and the long-term economic effects could take months or years to unfold. However, the early stages of the conflict pushed oil prices upward and sent the U.S. stock [...]

The Traits of a Good Investor & How Women Can Make the Most of Them

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason. Regardless of your level of investing experience, there are certain investor traits that can prove advantageous for anyone. Traits such as patience, willingness to confront and [...]

4 Ways to Boost Your Credit IQ

March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit basics.1 Whether you're a credit novice or well-versed in the art of the FICO score, below are four ways to potentially boost your credit IQ. Dissect Your Credit Score Do you know what goes into [...]

How To Manage Your 401k When You Switch Jobs

In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession changed this for many. Now, people have become more comfortable moving from job to job. Millennials are especially adept at this. They [...]

By |2022-01-14T14:06:17-06:00February 21st, 2022|OnPath Thought Leadership, The Founders Group|0 Comments

Five Helpful Tools for Tax Prep

Tax preparation tools and products continue to evolve even more quickly than the federal tax code itself. Which tax prep tools are worth the hype, and which may be passed over? Below we discuss five high-tech tools to help make tax time as simple and streamlined as possible. Receipt-Organizing Apps If you're deciding whether it [...]

By |2022-01-14T14:03:38-06:00February 14th, 2022|OnPath Thought Leadership, The Founders Group|0 Comments
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