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Money Moves

Money Moves
elderly couple signing paperwork

06.20.25

Who Should You Name as Your Power of Attorney—and When?

It is important to select a trusted and reliable POA that fits your needs and makes things easier when you need it the most...
older adult couple signing Power of Attorney paperwork

06.13.25

What Is a Power of Attorney—and Why It Matters

A Power of Attorney (POA) is a legal document that allows you to appoint someone—called an agent or attorney-in-fact—to act on your behalf...
person using a calculator

02.14.25

The Importance of Financial Planning: Set Yourself up for Success

Financial planning is more than just budgeting and saving; it is about creating a roadmap to guide you through life’s financial decisions
smiling man in camouflage shirt

11.05.24

Saving and investing tips for veterans

Here are some tips from the U.S. Department of Veterans Affairs on saving and investing to help you for your current and future financial needs
man and woman reviewing finances

10.17.24

When it’s time to manage your parents’ finances

Taking over the management of your parents’ finances is a significant responsibility and can be both emotionally and practically challenging. Here are some tips that will help you approach the task with care, organization, and sensitivity
mother holding young son while listening to man

10.10.24

The importance of special needs trusts

If you have a family member living with a disability, a special needs trust is a critical estate planning tool. A special needs trust can provide financial security, preserve eligibility for vital benefits, and offer peace of mind to families
Washington's face on a dollar bill next to a paper showing a rate that is dropping

07.10.24

Preparing for a recession

You might have heard that some economists are warning of a recession. It’s difficult to know what to expect and how it will affect you, but here are some steps you can take to make sure you feel financially secure during a recession
For Sale sign in front of a house

06.05.24

Is it time to sell your home?

Knowing when it’s time to sell your home is a significant decision that involves factors both personal and financial. While there’s no one-size-fits-all answer, several signs might indicate that it’s the right time to put your house on the market
woman relaxing on a beach

05.17.24

Seven tips to help you save for vacation

The crashing of waves on the beach. The lapping of water on the lake. The warmth of the evening campfire. These are just some of the joys of vacation. But saving the money needed to get you to your destination can be challenging
digital illustration of a market rate increasing

03.21.24

Stocks and bonds for beginners

Investing remains one of the cornerstones of a strong financial foundation. It might feel confusing now, but learning how to invest is achievable and rewarding
person reviewing finances and using a calculator

02.14.24

Consider these things when filing your tax return

Here are some things to consider that might reduce your tax bill
stethoscope next to a piggy bank

01.09.24

What is financial wellness, and how do I achieve it?

You likely have heard people talk about financial wellness, but you don’t really know what it is or have any idea of how to achieve it
a flashing red emergency light

12.19.23

Finding funds in an emergency

If you find yourself facing an emergency for which you are financially under-prepared, the prospect of what to do next might feel overwhelming. Don’t panic. There are things you can do to get through this crisis
older woman upset by what she sees on her mobile phone

11.09.23

How to spot and prevent financial abuse

Each year, millions of senior citizens are victimized by financial fraud or theft of money, property, or valuable personal information. Knowing how to spot and prevent it will help you protect yourself and your finances
couple reviewing paperwork together

10.23.23

Choosing the right self-employed retirement plan

You are self-employed and enjoy a certain amount of freedom. But that doesn’t give you an excuse to skip out on saving for retirement. In fact, being on your own makes putting money away that much more crucial
Smiling man with a papers in hand on phone

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