Blog

Planning financially for retirement can help you age with confidenceYes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People...

In 2022, the top 10 tech stocks lost $4.6 trillion in market cap (Japan’s GDP)After years of crazy growth, the tech sector was hit particularly hard in 2022, with the NASDAQ turning in its worst year since 2008, as it lost about...

What is it?If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll...

Stock markets in the U.S. and around the globe turned in a rotten 2022, with fears of inflation, rising rates, and supply chain issues swirling around the economy and markets all year. Seven interest rate hikes from the Fed, 40-year...

Financial wellness is the ability to have a healthy financial life and feel good about your financial situation. Financial wellness doesn't have just one meaning because it can mean something different to each person. Financial...

It is considered a truism that owning a home is a better financial option than renting. After all, the logic goes, why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how true is...

Someone once told me that quitting smoking is easy. He had already done it a half-dozen times. The same can be said for many of the resolutions people make, whether it’s getting more exercise, eating right, or setting a...

A planner can be a game-changing tool—one that really causes you to not only plan for change, but to stick to it. It’s something you can go back to when you need a reminder of your daily tasks, long-term goals, or any...

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help...

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move....

Things to Consider Going into “The New Year" (Year-End Planning Checklist)The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it...

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute...

‘Tis the season to give thanks for the many blessings that you have received throughout the year and blessings that help you as you move into the future. One thing to be truly thankful for is financial wellness. When you are...

You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with partners, and you’ve achieved success. Now you’re thinking about retirement, not just for you, but...

Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Con artists offering a variety of...

Major considerationsHow much will you need in retirement?When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you...

Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes?

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs.

You don't need to wait until the end of the year to look for ways to minimize your tax liability. Tax planning should take place throughout the year to have you prepared well ahead of tax season.