Our helpful blog articles are full of great information on a variety of financial topics.
Are We On the Brink of the Elusive Soft Landing?
Signs are encouraging and the possibility seems more tangible than ever In the intricate world of economics, maneuvering the vast U.S. economy without causing disruptions is likened to steering a colossal ship through a tempestuous storm. Since early 2022, U.S....
The Q4 Playbook: Scoring Financial Touchdowns
With the final quarter of the year on the horizon, it's time to gear up for Q4 financial planning. The end of the year provides a unique opportunity to assess your financial landscape, recalibrate your goals, and set a course for a strong finish to the year. As you...
What Does Financial Wellness Really Mean?
The concept of wellness is used often, generally when referring to a balanced and fulfilling life overall. But what does it mean when someone refers to their financial wellness? Financial wellness encompasses all aspects of an individual’s financial life, involving...
Life Insurance Awareness Month
As the seasons transition and we enter fall, it’s a great time to reflect on the importance of securing your loved ones’ future. September is primarily recognized as Life Insurance Awareness Month, a season dedicated to highlighting the significant role that life...
Debunking Common Myths About IRAs and 401(k)s
Individual Retirement Accounts (IRAs) and 401(k) plans are powerful tools for securing a financially stable retirement. However, misconceptions and myths can hinder individuals from making informed decisions about these essential savings vehicles. Below, we’ll debunk...
Ten Birthdays Impacting Your Retirement Income
Your age significantly affects how much money you'll have during your retirement years, and different retirement benefits have different eligibility ages. Over the course of 23 years, from age 49 to 72, you'll need a financial retirement plan that pays close attention...
Investor Psychology When Bull Markets Take Hold
Why most investors are not at all positive during a bull run – and miss out In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a...
Commonly Overlooked Healthcare Expenses
Proper retirement planning is vital for securing financial well-being during the later stages of life. Among the crucial aspects that are often neglected, healthcare expenses stand out. While healthcare is a necessity for retirees, it can also be one of the most...
A Cautionary Tale of Estate Planning
It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic "King of Rock ‘n’ Roll," Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a manner similar to other well-known figures, Elvis...
5 Estate Management Tips to Remember
Estate management is crucial if you want to leave your heirs with a financial safety net. Plus, without a proper legacy and estate strategy, you may leave your heirs with a lengthy and confusing process of dividing your estate. Follow these tips to do it right....
The Stealth Move by the IRS & Kids’ Inheritance
New ruling emphasizes the need for an adaptive estate planning approach One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2. This ruling has presented a unique set of challenges and...
Social Security Taxation: Understanding How It Works
As the anniversary of the Social Security bill being signed into law (August 14, 1935)[i] approaches, we’re reminded of the intricate workings of the US tax system. Social Security, a vital program designed to provide financial support to retired and disabled...
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