Be Financially Responsible in Your 30s
July 16, 2024
Once you reach your 30s, you realize the full weight of adulthood. Now’s the time to make smart moves to address your financial responsibilities to your family and your future.
Bienestar Insights
Stay on Top of Your Credit
July 3, 2024
Your credit report reflects your creditworthiness, so it makes sense for you to review and correct it yearly. Be on the lookout for unknown addresses, suspicious activity, and unfamiliar accounts.
Have a Plan in Place to Protect Your Wealth in a Down Market
June 5, 2024
Markets are volatile. Preparing for an uncertain stock market should be part of your long-term retirement plan.
Annual Credit Check-Up
June 5, 2024
Be proactive with an annual credit check-up. Investors can be targets for scammers, fraudsters, and identity thieves. Protect yourself by reviewing your credit reports at least once a year and immediately reporting any suspicious activity or unfamiliar accounts.
Painless Ways to Add to Your Rainy Day Fund
January 10, 2024
Every family should have a rainy day fund to protect itself against unpleasant surprises. It’s important to know how much to put away and how to painlessly add to your fund.
A Tax Refund Should You Save or Invest the Money
December 15, 2023
Few things bring a faster smile than a tax refund. The question is what to do with it. Perhaps you should set it aside for a rainy day or invest it for a future life event. Maybe you should consider both.
Small Steps You Can Take to Save for Retirement
December 15, 2023
Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong with starting small, because the power of compounding interest can go to work for you.
Organize Your Financial Life
July 4, 2023
It can be all too easy to assume a hands-off role in your financial life, but that may invite mistakes along the way.
Healthy Habits to Start Now
July 4, 2023
Investing in your health can benefit you not only physically, but mentally and financially as well. Creating a healthy lifestyle doesn’t need to be complicated.
The Advantages of Using a Financial Professional
June 19, 2023
It’s tempting to manage your own finances, but should you? Financial professionals pack a rich toolkit that can help manage your wealth.
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