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Managing Finances

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  • What to expect from your advisor
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    Podcast: What to Expect from Your Advisor

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    Lauren Marshall, Senior Vice President, Financial Planning SunTrust

  • Second Marriages
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    Podcast: Financial Planning for a Second Marriage

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    Dawn Humphrey, First Vice President, Regional Financial Planner, SunTrust

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    Obtaining a Personal Line of Credit

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    Tax Tips for Independent Contractors

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    Here's how to avoid penalties and maximize tax deductions

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Decoding Your Credit Report

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Your credit report tells the story of your lending history. Here’s how you can make it the story potential lenders want to hear. Read More

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Podcast: Dealing with a Spouse's Illness and the Impact on Your Financial Plan

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Ways to handle the financial challenges that accompany a spouse’s illness

Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, talks about regaining your financial footing when a serious illness strikes your spouse Watch Now

How to Choose a Financial Advisor
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How To Choose a Financial Advisor

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Key questions to ask when researching candidates

Looking for a financial advisor to help you with your financial planning? Here are four key questions to ask when researching candidates. Read More

Charitable Giving and Taxes
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What You Need to Know About Charitable Gifts and Taxes

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Get the most from the tax breaks that accompany donations

Do the holidays have you in a giving mood? Find out how you can lower your taxes, and also make a difference when you give to charity. Read More

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Talking to Your Parents About Their Finances

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Are you concerned about your aging parents’ finances? Find out when and how to talk with them about money, and whether to consider long-term care insurance. Read More

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How To Avoid These Common Tax Fraud Scams

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Don’t get caught up in a tax fraud scam. Spot these shady schemes before they cost you penalties and back taxes. Read More

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The importance of financial planning

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Sue Itayem discusses the importance of financial planning in this PINK Minute Mentor video. Watch Now

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Spend or save that bonus?

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Deciding whether to spend or save that bonus? LeChelle Moore offers some advice in this PINK Minute Mentor video. Watch Now

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Allison Dukes shares her thoughts on purpose driven companies

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Allison Dukes shares her thoughts on purpose driven companies in this PINK Minute Mentor video. Watch Now

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What you need to know about money and second marriages

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Learn what you need to know about money and second marriages in this PINK Minute Mentor Video with Amanda DeMartini Watch Now

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Establishing a Credit History

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When you say you want credit, you are probably asking for payment terms on a purchase. You are seeking to purchase goods or services today and forego all or a portion of the payment until a later date. Read More

Avoiding A Tax Audit
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Five Tips for Avoiding a Tax Audit

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Stay on the IRS' good side with these tax prep tips

Tax audits are rare, only 1% chance, but it can be stressful. Steps to avoid IRS scrutiny: hire a tax preparer/CPA, stay current, include income, be accurate. Read More

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Protect Your Family's Financial Records

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Don't lose information to a disaster or an identity thief

Use these simple strategies to secure your sensitive financial information against natural disasters and identify theft. Read More

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Cutting Up a Credit Card and Your Credit Score

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While cutting up credit cards might make us feel more on top of our finances, it's not necessarily therapeutic for your credit score. Even cards that you don't use anymore and carry sky-high interest rates can help your credit score. Read More

Attitudes About Money
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Overcome Your Money Biases

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Our attitudes toward money can cause us to behave irrationally, undermining our financial health. Learn to control those biases and how to manage your money. Read More

The Value of a Financial Advisor
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The Value of a Financial Advisor

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Find out how a financial advisor can help you and your family plan for life’s expenses, including retirement plans, savings and investments. Read More

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Debt Consolidation

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If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. Read More

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What The American Taxpayer Relief Act (ATRA) 2012 Means for You

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Factors to consider and a few potential courses of action related to ATRA 2012. Read More

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Cut Next Year's Taxes Down to Size

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At the beginning of the year ask your tax professional to estimate your tax bill. Then, each quarter, compare your current withholding to the estimate. Read More

Maximize Tax Breaks for College
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Maximize Tax Breaks for College

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A child born today could cost more than $400,000 to educate at a private college for four years if college costs continue climbing at the rate they have Read More

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Retirement Tax Burden : Research Total Cost of Living

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Property taxes vary wildly from state to state. Read More

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What You Need to Know Before Filing Your Taxes

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Knowing how the tax rules are shifting can help you make better decisions throughout the year. Read More

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Tax Benefits of Giving

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If you're one who likes to support worthy causes, make sure to take advantage of the tax benefits that come with your gifts. Read More

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Life Insurance and Estate Planning

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Life Insurance is a crucial part of many estate plans. Read More

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Now is the Time for Financial Planning

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Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources. Read More

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Tip

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If you don't believe you're headed in the right financial direction, considering seeing a financial advisor.