Charles West, CRPC

Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.

The Psychology of an Inheritance Windfall According to Federal Reserve data, American households inherit an average of $46,200.1 These inheritance windfalls can bring a complex mix of emotions...

Having a baby is an incredible, life-changing experience, but it’s also a major financial commitment. Here, we share some financial planning tips for new parents as they not only survive but thrive with their new baby!

A Financial Survival Guide for New Parents Becoming a parent is one of life’s most exciting and rewarding experiences. However, along with the joy comes a new financial reality. From medical bi...

You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.

Five Easy Ways to Simplify Your Budgeting Process Good news: Budgeting doesn’t have to be a daunting, time-consuming task filled with number crunching and tracking. While traditional methods such as s...

Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.

Last-Minute Tax Prep Tips With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accuratel...

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

7 Ways to Spring Clean Your Finances Spring is an ideal time to clean up your finances, clear out the clutter, and get a fresh start. Maybe you have more money left over at the end of the...

The IRS has released the most recent tax bracket information. Here is a breakdown of this year's tax brackets and standard deduction amounts.

What's My 2025 Tax Bracket? This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the p...

Join the movement for a safer internet! Learn about Safer Internet Day and how to contribute to a more secure online space. From protecting personal data to educating young users, find out how to make a difference this year.

What to Know About Safer Internet Day Safer Internet Day (SID) is a global event that promotes online safety. Every February, countries unite to highlight emerging internet safety concerns...

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

America Saves Week Successfully saving for short-term and long-term goals is an important part of any financial strategy. Since 2007, we have celebrated America Saves We...

If your auto, homeowners, or health insurance premiums increased, you’re not alone. Learn more about why this is happening and what you can do about it.

If Your Insurance Rates Went Up, You're Not Alone If you’ve recently received a notice that your insurance rates are increasing, you’re far from alone. The average cost of car insurance has jumped mor...

A 401(k) is designed to be a retirement tool, but some people might turn to withdrawing the funds early to pay for a financial emergency. Here’s what to know about 401(k) hardship withdrawals.

401(k) Hardship Withdrawals and Loans: What to Consider Before Accessing Your Funds Early A 401(k) is designed as a retirement planning tool, but investors sometimes face unexpected financial situations that lead them to consider withdrawin...