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How to Protect Your Financial Identity

Identity theft, data breaches, and fraud affect millions of people in the United States each year. Financial identity thieves seek to obtain and use your financial data to steal your money or commit fraud. They can use your personal data to apply for loans or credit cards in your name, rack up purchases, raid your […]

Written by prositesfinancialMar 15 • 3 minute read

Smart Strategies to Save More Money in 2023

Saving money is one of the most common New Year’s resolutions, and by making a few changes to your financial routine, you may find it’s easier than you thought to reach your savings goals. Even small changes can add up over time to improve your finances. The following are a few smart strategies to save […]

Written by prositesfinancialJan 4 • 2 minute read

A Beginner’s Guide to Roth IRAs

Opening a retirement savings account is one of the most popular retirement planning strategies. The individual retirement account (IRA) is an account in which you contribute after-tax dollars. A Roth IRA is similar to a regular IRA but with different tax advantages. Your account must be active for at least five years to enjoy the […]

Written by prositesfinancialDec 7 • 2 minute read

How a 529 Plan Can Help You Save for College

There are many ways to save money for college. For many people, a 529 plan is one of the best ways to save money for higher education. A 529 plan gives you tax benefits if you use the money to pay for qualified education expenses for a specific beneficiary. Using your 529 plan, you can […]

Written by prositesfinancialOct 5 • 2 minute read

What’s the Difference Between a Trust and an Estate?

Long-term financial planning includes leaving a legacy for your loved ones. The simple part is knowing you want to provide for those you care about. The more complicated part of the process is figuring out how to best do so. Common choices for legacy planning include a trust or an estate, each with different advantages […]

Written by prositesfinancialSep 21 • 2 minute read

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