Posted by GreenPath Financial Wellness on May 11, 2023
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Are you planning to retire soon? If so, you’re in good company (in the next seven years, approximately a fifth of the U.S. population will reach the traditional retirement age of 65.) This is an exciting but potentially overwhelming time. Here are five things you can do to put your best foot forward in this next phase of your life. |
Posted by GreenPath Financial Wellness on March 28, 2023
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Taxpayers rejoice! You have until April 18, 2023 to file federal income taxes. Most states are following suit, however, you can consult your state’s tax page to verify. If you’ve already crossed this off your list…congratulations! And if you’re in the company of 25% of Americans who wait until the last minute? Don’t panic. Here are five suggestions for filing in the final hour. |
Posted by GreenPath Financial Wellness on March 9, 2023
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In 2022, Phyllis Wiseberg, a 90-year-old widow lost $20,000 when cybercriminals withdrew the money from her account. Her story, shared by the National Council on Aging, is devastating, but unfortunately not uncommon. Financial exploitation is a reality many seniors face, especially in the age of online scams. Here are actions you can take to help financially safeguard your loved ones. |
Posted by GreenPath Financial Wellness on February 1, 2023
For some couples, February might be a month for romantic connection - celebrating Valentine's Day with dinner reservations and romantic gifting. For others, solidarity and closeness can be found in boycotting Cupid together. Regardless of whether you have a love or hate relationship with the cherubic matchmaker who wields heart-tipped arrows, one thing is certain: cohabitating couples will enjoy a more harmonious relationship when they align on money matters.
Posted by GreenPath Financial Wellness on December 28, 2022
New Year’s resolutions are a mixed bag for many of us. On the one hand: personal betterment! On the other hand: methodical auditing of our refrigerator, checking account, and various vices. On the cusp of a fresh calendar year, we feel compelled to immediately transform our lives, but—as is the case with most good things—change takes time. This is especially true when it comes to financial goals. And in the aftermath of steep holiday spending, our goalposts can feel…far away.
If you want a few financial resolutions that you can achieve early into the new year (because who doesn’t love an easy to-do list??) here are some suggestions.
Posted by GreenPath Financial Wellness on September 30, 2022
October is Financial Planning Month! How exactly do you get your finances where you want them? Everyone’s situations and goals are a little bit different, but these two financial health to-dos are a great place to start.
Posted by GreenPath Financial Wellness on August 31, 2022
A messy, cluttered house can be stressful, overwhelming, and even chaotic. The same goes for your financial health. Disorganized bills and budgets are not only stressful, but they can actually help drive you deeper into debt. Consumers with cluttered finances and sloppy financial record-keeping are more likely to miss payment deadlines, rack up fees, continue poor spending habits and save less. Organize financial records and take the time necessary to take control of your future.
Posted by GreenPath Financial Wellness on July 29, 2022
Inflation continues to put pressure on household budgets. From groceries to gas, record - breaking inflation means the purchasing power of your money is decreasing each month. Our partner GreenPath Financial Wellness offers you the following steps to keep “budget aware” to help navigate this period of high inflation, however long it lasts
Posted by BALANCE on June 3, 2022
If you find yourself squeezed between caring for your children and caring for your aging parents, you’re part of what’s now referred to as the Sandwich Generation. It’s a scenario faced by nearly half (47%) of adults now in their 40s and 50s, according to a Pew Research Center study, and it can be challenging to navigate financially. Here are some things you can do to help keep your finances on track, while meeting your family responsibilities.
