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Women Edge Out Men When It Comes To Investment Returns

Fidelity’s 2021 Women and Investing Study shows that women edged out men when it comes to investment returns over the last decade. After analyzing over 5 million customer accounts from 2011 to 2020, Fidelity calculated that women achieved slightly better results than men (0.4% higher returns per year) due to their disciplined and consistent investment approach. That’s […]

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Mari Talks to CNBC About Why 529 Plans Are a Great Way to Transfer Wealth

Mari spoke with CNBC last week about why 529 plans can be a great way to transfer wealth to younger generations. You may already be familiar with 529 plans as the best way for most American families to save for college. But 529s also have incredible tax advantages that make them ideal for passing on […]

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Pandemic Silver Lining: Consumers Pay Down Credit Card Debt

The COVID pandemic has created financial distress for many consumers who have lost their jobs, business income, or seen their work hours reduced due to service shutdowns and childcare challenges. But other consumers who have remained unaffected by the pandemic are experiencing a surge in savings. More “consumers are paying down debt and saving more […]

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Refinancings Are Booming: Should You Trade-In Your Mortgage For A Newer One?

Interest rates are at rock bottom, pushing mortgage refinancings to a new post-crisis high. Lenders extended over $2.4 trillion in home loans last year, the most since 2006, reports The Wall Street Journal. That’s a positive sign for the economy. People who save money on their mortgage payment are likely to go out and spend that […]

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The Biggest New Financial Trap Out There For Women Is Student Debt

If you’re a parent, you already know how much college can cost. And if you’re a graduate, you undoubtedly know how much it did cost, because you’re probably still paying the bills! We’re all concerned about the ever-growing mountain of student debt, over $1.5 trillion at last count. For a devastating new look at the […]

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