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Tuesday, February 20, 2024

When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS...

Monday, February 12, 2024

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have...

Thursday, February 8, 2024

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps to consider when starting a new business. 1. Create a business...

Friday, January 26, 2024

The holiday season is a wonderful time for relaxing and having fun with family and friends, but it can also add a lot of extra stress to an already tight budget. Perhaps you spent more than you originally planned, or maybe you...

Friday, January 19, 2024

Managing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take...

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Friday, January 12, 2024

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax-advantaged withdrawals when used for...

Friday, January 5, 2024

The cold weather brings challenges and risks for anyone but especially for older adults, whose age, limited mobility, and health problems make them more susceptible to illnesses and accidents. That’s why it’s essential to...

Monday, December 18, 2023

While the winter holidays are not a "make or break" situation for the U.S. economy, this year's holiday spending may provide clues to consumer behavior in the new year. Consumer spending accounts for about two-thirds of U.S. gross...

Thursday, December 14, 2023

The Christmas season is an excellent time of the year to review your financial planning strategy. Our finances are top of mind as most of us are monitoring our spending as the holiday and new year approaches. We can look back over the...

Friday, November 24, 2023

With the increasing amount of personal information shared and stored online, it’s crucial to take proactive steps to protect yourself. Here are a few essential tips to help you safeguard your sensitive data and maintain your...

Friday, November 10, 2023

For many people, the holiday season is when you enjoy family and friends and give a little back to those in need. Charitable giving is its highest during the holiday months. While many legitimate charities are out there looking for...

Tuesday, October 31, 2023

During the monthlong celebration of No-Shave November, participants bring awareness to cancer research and treatment by forgoing their regular shaving and trimming for 30 days. Some patients undergoing chemotherapy may lose their hair....

Monday, October 23, 2023

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for...

Monday, October 9, 2023

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,...

Tuesday, October 3, 2023

In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard...

Monday, October 2, 2023

With so many contradicting recommendations and myths, it can be difficult to decipher breast cancer facts from fiction. However, there are plenty of agreed-upon risk factors, as well as best practices for testing, that are essential to...

Monday, September 25, 2023

Financial literacy is crucial, not only for adults but for everyone in the family. When you have a good foundation of financial literacy, you will have a greater understanding of money and prepare yourself for a brighter financial...

Friday, September 1, 2023

Food banks, nonprofits that collect and distribute food to hunger relief organizations, have played an essential role in the distribution of emergency food relief throughout the United States for more than 50 years. They have been more...

Tuesday, August 29, 2023

Smart self-care does not just mean spa days and movie nights: there are other therapeutic ways to reduce your mental and physical stresses, including how you manage your money. If your goal is to create healthier habits...

Thursday, August 10, 2023

As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters.

Friday, August 4, 2023

There are two things Americans have always looked forward to:  going to the ballpark for the big game and retiring after a fulfilling career. Interestingly, baseball and retirement planning have several aspects in common. Taking...

Tuesday, July 11, 2023

Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss...

Friday, July 7, 2023

On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12, 2022.1 According to a common definition of market cycles, this indicated that the...

Tuesday, June 13, 2023

Do you know the answer if your financial professional asks you what type of investor you are? While itmay be challenging to classify yourself off the top of your head, knowing what type of investor you aremight help you avoid making...

Tuesday, June 13, 2023

As a business owner, prudent financial management can help ensure your business remains healthy andstable. But what does good business financial management look like in practice? Here are four tips thatmay benefit business owners while...