Home renovations are expensive, but is it worth it? Well, that depends on how you calculate the ROI of the renovations. Here, we share some factors to consider and the invaluable aspects of doing your homework.
What are the top 10 largest university endowments, including both private and public universities? These endowments, often built over decades or even centuries, support an institution's academic mission, fund research, provide scholarships, and ensure its overall financial health.
The SECURE Act of 2019 dramatically changed the rules governing the inheritance of IRA and retirement plan assets. Retirement savings account owners and their loved ones should understand these complicated rules. Depending on a number of different factors, inheriting retirement plan assets could have a significant impact on a beneficiary's tax obligation.
Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer's 401(k) plan. A 401(k) plan is one of the most powerful tools you can use to save for your retirement.
Are you considering accepting a free credit lock offer? Our latest blog explores the pros and cons, the difference between credit locks and freezes, and provides tips for protecting your credit. Read more!
This blog will explain a bond ladder, its benefits, and how to build one.
What benefits should I offer to my employees?
Freelancing opens up many opportunities for customized retirement plans. Here are some challenges and opportunities to take control of your financial future.
Weddings are a joyous occasion, but they can also be expensive! Here are some helpful tips for budgeting for the big day. What are the top weding expenses to consider?
This blog will provide helpful tips for people traveling abroad to ensure a seamless trip.
As you step into the “real world,” one of the most crucial skills you can develop is financial literacy. Here are some tips to help you navigate the exciting yet challenging journey toward financial independence. Here are some financial tips to help set recent graduates up for success.
Summer often brings images of relaxation, beach trips, and lazy days. For those nearing retirement, it can also be the perfect time to test-run what their retirement might look like. It's an opportunity to dip your toes into the waters of post-career life (literally), ensuring you're ready to embrace this new chapter when the time comes. We include ways to test things like your retirement budget, activities, and schedule.
This blog will talk about Mental Health Awareness Month, which occurs in May, and share resources for those struggling with mental health.
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.
This blog explains why it’s important to shred sensitive documents and provides tips on how to find a Shred Day event.
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI.
This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs.
On May 28, 2024, settlement cycles on U.S. stocks and other securities will shift from two business days to one. What does the trade settlement change mean to investors?
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.