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Posts by Lauren Perez:
If there’s nothing keeping you in the U.S., why not retire abroad? You have a ton of options from the standard destination of Mexico to a colder retirement in Iceland. Somewhere in between those is Spain, which offers both great mountain and beach experiences. But before you start packing your bags, check out what it takes to retire in Spain, including the costs and residency requirements. And if you need help strategizing your retirement abroad, consider enlisting the help of a financial advisor. Read more
If retirement in Florida seems a little too overwhelming for you, consider a retirement in Georgia instead. As Florida’s northern neighbor, Georgia offers easy access to the popular beaches and attractions that draw so many other retirees while maintaining enough distance. Plus, Georgia contains a number of its own cities that will set you up for a retirement that’s just peachy. You can find the top 10 of those cities, all within close proximity to Atlanta, below. Read more
Most people envision retirement as relaxing on a bright beach without a care in the world. But if retiring along sunny shores isn’t quite your thing, consider a retirement in Washington state. Many of the best cities to retire in Washington give you access to beautiful bay views with the cooler weather of the Pacific Northwest. Plus, Washington is tax-friendly toward retirees, ensuring a more affordable retirement option. A financial advisor can help you put a financial plan together for your retirement needs and goals. Read more
Closing your bank account may seem simple at first glance. However, there are a number of steps to follow and actions to take to close your account properly. Following the correct process will help… Read more
It seems we always end up with a stack of paper documents lying around. This is still true even with the major shift to mobile and online banking. But how long do we really need to keep those bank… Read more
Certificates of deposit, or CDs, come in various term lengths. Once you make your initial deposit, you cannot access the money in the account until the end of the account’s term, also known as its… Read more
Major banks, other banks in the Federal Reserve System, and the financial markets are all closed on federal holidays, which have been chosen by Congress. Non-bank employers also use these holidays as… Read more
Saving for retirement is certainly a financial priority for everyone. For Nevada state employees, it’s comforting to know that your retirement savings are automatic. Once you start working for the… Read more
Pennsylvania manages its state government employees’ pensions through two different systems: Pennsylvania State Employees Retirement System (SERS) and Public School Employees Retirement System (PSERS… Read more
When browsing a bank’s account options, you’ve probably come across certificates of deposit, or CDs. These are time sensitive accounts that grow your initial deposit for a given amount of time,… Read more
When it comes to saving your money, you have a number of account options. You might first think of a simple savings account that allows your money to grow according to a set interest rate. You also… Read more
Having a savings account is incredibly important to your financial health. It keeps your money safe and grows your savings according to set interest rates. Typically, you can have a savings account… Read more
When choosing whether to open a bank account with Ally Bank or Capital One, it really comes down to whether you want access to physical branches when you bank. Ally Bank is an entirely online… Read more
There are special banking opportunities for those who have served our country in the military, are currently serving or for the families of these individuals. Two such options are Navy Federal Credit… Read more
The main plus of having a bank account with a big bank is the widespread access you have to your money. Both Wells Fargo and Bank of America provide their customers with thousands of ATMs and… Read more
No matter your age, you’ve probably dreamed of retiring on a sandy beach somewhere at some point. Perhaps you’ve started planning your retirement in Florida or San Diego. An even more attractive move… Read more
Many people dream of spending their retirement in a sunny and warm locale, often heading to Arizona or Florida. But perhaps you’re interested in retiring abroad instead of stateside. In fact, heading… Read more
Whether you’re new to investing or have been doing it for years, mutual funds offer a great way to invest your money. It allows you to invest in multiple stocks and bonds without the hassle of… Read more
When you place your investments in the care of an investment manager or advisor, you’ll often run into various fees. The advisor can charge you a percentage of your assets, a transaction fee per… Read more
It can be hard to start a search for a new bank. Nowadays, there are so many banks to choose from, with online banks adding their names to the ranks of big banks. But if online banking isn’t for you,… Read more
Money market accounts offer a unique way to save and spend your money. They act as a mix of a savings account and a checking account. This means you can earn interest on your money market account… Read more
Whether you’re new to banking or looking to switch banks, you’re probably familiar with Chase and Bank of America. These are two of the biggest names in the banking industry. Each has similar product… Read more
Simple has announced that it will be closing in 2021. Once the bank is officially closed, customers’ accounts will be transferred to Simple’s parent company, PNC Bank. For other account… Read more
A SEP-IRA is a tax-deferred retirement plan for self-employed people and small business owners. Like all retirement savings programs, there are limits, rules and regulations you need to know about to… Read more
While most estate plans focus on leaving wealth to your heirs, some people also wish to provide for a charitable cause with their estate. A charitable remainder trust allows you to do both by setting… Read more
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