How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum
If you're a woman making all of the financial decisions for your household, you're in the majority. Sixty-nine percent of American women are living without a spouse or partner. Whether you're just starting out, have a well established financial strategy, or are already enjoying retirement, here are some things to keep in mind.1
Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.
Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
January is Financial Wellness Month, a time to check-in with your financial strategy.
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
January is time for resolutions. It's time to check-in with your financial strategy and define your financial wellness goals. Here are six things you need to consider.
Here are some smart money moved you might consider before saying goodbye to 2021.
The IRS has announced the 2022 retirement plan contribution limits. The Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. Many ideas are being considered as legislators look for ways to raise revenue to help pay for the Build Back Better plan.
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.
Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.
Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders.
Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.
Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.
When deciding who should handle your finances, it's important to find the best advisor for your unique situation. These 6 questions can help your search go smoother.
Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.