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Are you ready for change or worried about it? 2022 is on the horizon, and—thanks to changes in the past 18 months—many of us have new initiatives and priorities. We've got the skinny on new tax changes coming in 2022, so you can be sure you are taking the best steps you can to support your “Next New Normal”.

Money is one of the most overlooked factors in dealing with breast cancer. But breast cancer and financial planning/financial wellness can go hand-in-hand. “Financial toxicity” does not have to happen to you!

It's good to have a clear understanding of the general rules about reverse mortgages—also known as Home Equity Conversion Mortgages (HECM). Without knowing much about them, people often see reverse mortgages as a negative experience. However, an HECM can be a potentially positive experience in your financial life.

Probably one of the most overlooked employee benefits, with both tremendous tax advantages and the potential to serve as a retirement planning tool, is the Health Savings Account (HSA). It’s a triple-advantage life and tax-planning resource. Learn more, and don't miss your chance to sign up for one!

The CARES Act in 2020 suspended student loan payments, set interest rates at 0%, and stopped collections on defaulted loans. Recently, the U.S. Department of Education announced a final extension for federal student loan borrowers through Jan. 31, 2022. What actions are required for you?