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Saturday, November 25, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail?

Tuesday, November 14, 2023

In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind.

Tuesday, October 24, 2023

In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers' confidence in their ability to fund retirement fell.

Wednesday, October 11, 2023

Leverage innovation and benefit from financial credits and incentives. In today's rapidly evolving business environment, standing still is not an option.

Wednesday, September 27, 2023

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver.

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Tuesday, September 19, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What is an HSA?

Friday, August 25, 2023

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner?

Tuesday, August 8, 2023

In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce legislation to correct several technical errors in the SECURE 2.0 Act.

Friday, June 23, 2023

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time outweighs...

Friday, June 23, 2023

Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the time to indulge in hobbies and enjoy much-needed vacations.

Tuesday, June 13, 2023

For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their retirement savings.

Wednesday, May 31, 2023

Annuities help retirees address a specific retirement planning risk- Longevity Risk.

Monday, May 22, 2023

Whether you come from a military family or are just looking to show your appreciation for those who have served, there are many ways to show you care.

Monday, May 8, 2023

It could be helpful to enlist the assistance of a financial professional who can help monitor your retirement and investment accounts to help eschew malicious behavior from cybercriminals.

Tuesday, April 25, 2023

Financial literacy starts by building a basic understanding of 'money matters' to create a sense of economic well-being, self-trust, and financial confidence.

Saturday, April 1, 2023

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors determine how much pay SS tax you pay, depending on your circumstances.

Sunday, March 12, 2023

There are common factors that all lenders consider when making credit-related decisions. Here's more about what is meant by the ‘4 Cs of Credit’ and how consumers seeking a business loan can use these factors to their advantage.

Thursday, March 2, 2023

The SECURE Act 2.0 will work to close the retirement savings gap with over 90 new retirement provisions. The bill includes a few specific changes that are significant for small businesses. Here, we go over those changes.

Wednesday, January 25, 2023

It’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

Wednesday, January 25, 2023

Because taxes lower the actual return on your investments, there are ways to minimize taxes on your investment portfolio. Several approaches and strategies exist. Here we go into several ways to minimize taxes on your investments.

Tuesday, January 24, 2023

You may view getting older with mixed emotions. While you look forward to retirement, you worry about your finances and the cost and availability of health care, and you wonder what will happen to you.

Sunday, January 1, 2023

If your resolutions are too broad or don’t have a deadline, they're much easier to abandon. As the saying goes, “A goal without a plan is just a wish.” This year, stick to your resolutions using the SMART goal structure.

Sunday, December 11, 2022

Taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you'll owe.

Tuesday, November 15, 2022

Every week is the perfect week for military families to take stock of their finances, make the most of special saving opportunities, and prepare for the future.Here are seven moves that military families should make right now.1. Make...

Monday, October 31, 2022

Tax planning can be more advantageous when done during the year and well in advance of year’s end. Opportunities may exist for you to minimize tax liability, which could leave more income for you and/or your family.Generally,...

Wednesday, October 26, 2022

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created...

Sunday, October 16, 2022

Recently, the U.S. Social Security Administration sent out an email to subscribers of its official blog explaining how to access social security statements online. Most people know to be suspicious of seemingly official emails with...

Thursday, September 22, 2022

A recent survey by found that a whopping two in three American adults do not have an estate plan—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right...

Wednesday, August 31, 2022

Matching your tolerance for risk with your investment objectivesEveryone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like...

Sunday, August 21, 2022

How well do you know the branches of the military and what they do to protect our country? For example, do you know which branch was founded first? Which has fought in the most wars? Which lives by the motto Honor, Courage,...

Tuesday, August 16, 2022

During the intensely volatile first 100 trading days of 2022, the stocks of companies in the S&P 500 index delivered their worst performance since 1970. The S&P 500 continued to tumble,  and the benchmark index descended into a...

Thursday, July 21, 2022

So far in 2022, these 6 stocks have lost 50% more than Russia’s GDPSince the COVID-bear retreated in March 2020 through the end of 2021, all we heard was how stock market gains were driven by just a handful of stocks – the...

Tuesday, July 19, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Tuesday, July 12, 2022

As technology changes, so too do our homes. The modern house is equipped with an array of energy-efficient solutions—from LED bulbs to geothermal heating and cooling systems—but how can you upgrade your existing systems to...

Friday, June 17, 2022

A regular program of disciplined financial practices can help you in the long-runMany people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program...

Tuesday, June 7, 2022

Environmental, Social and Governance Investing BasicsResponsible investing is widely understood as the integration of environmental, social and governance factors – hence the ESG acronym – into investment processes and...

Wednesday, May 25, 2022

“Life is like riding a bicycle. To keep your balance, you must keep moving.” – Albert EinsteinThe S&P 500 Index was down more than 20% on an intraday basis on Friday, but managed a huge rally late to avoid closing...

Thursday, May 19, 2022

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

Wednesday, May 4, 2022

As a small-business owner, you may be looking for the next big thing—an investment that might double your profits within the next year or allow you to maintain your income while working just a few hours a week. However, business...

Monday, April 18, 2022

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social...

Monday, April 4, 2022

Personal finance is an important area of knowledge—but it's not always taught in schools. It may be tough to master when you haven't had much guidance prior to adulthood. You may be able to improve your financial literacy and...

Sunday, February 20, 2022

In the U.S., the third Monday of each February marks President's Day—a holiday that's often marked with mattress and furniture sales and discounts on new cars. But aside from these budget-friendly purchasing opportunities, there...

Wednesday, February 9, 2022

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Wednesday, February 9, 2022

As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers could apply their...

Tuesday, February 8, 2022

Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life. While flowers and chocolates may be the most common gifts exchanged on that day, why not consider a gift that may...

Tuesday, February 1, 2022

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too...

Tuesday, January 25, 2022

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key...

Friday, January 21, 2022

The thought of putting thousands of dollars into a down payment for a home might bring out a lot of emotions: fear, dread, anxiety. Does any of that ring a bell?Saving for a down payment is no easy task, but it is totally achievable...

Tuesday, January 11, 2022

The first step to improving your finances is to get organized.These top Amazon finds can help you create a monthly budget, plan your spending, and safely store your important insurance or personal documents for easy access when...

Saturday, September 4, 2021

The Importance of Charitable Giving Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to...

Monday, August 16, 2021

What Can A Financial Professional Do for Non-Profits? As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a...

Tuesday, August 3, 2021

History of the Coast Guard The United States Coast Guard has been an integral part of safety and security in the United States, going as far back as 1790. They are a distinct branch of the military that is comprised of more than 50,000...

Thursday, July 29, 2021

Changes to Medicare in 2021: What Recipients Should Know For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have...

Thursday, July 22, 2021

The Crazy Cost of the Olympic Games Since the first modern Olympic games in 1896, the competition has been a prestigious honor for the hosting country, but also a significant economic and structural undertaking. Billions of dollars are...

Saturday, July 3, 2021

Unique Monuments to Visit This Fourth of July Monuments mark an important part of America’s historic past, and there are currently over 100 national monuments across the nation—all worth visiting multiple times over. This...

Friday, July 2, 2021

Green in the City: America’s Best Urban Parks From the Belvedere Castle in Central Park to the herds of roaming buffalo in Golden Gate Park, the US has no shortage of beautiful green spaces in its cities. You might not think of...

Sunday, June 27, 2021

Insurance Awareness Day

Saturday, June 26, 2021

FAFSA Deadline

Monday, June 14, 2021

Donor-Advised Funds: A Solution to Gifting with Tax Benefits Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many...

Saturday, June 5, 2021

College Awards Season is Here! Now Ask for More $ Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become...