Keeping You Informed 

Start the year off right by getting started on these five top financial goals.

This article will share some fun hobbies for retired people that might be out of their normal expectations.

In June 2022, the 12-month rise in the Consumer Price Index (CPI) peaked at 9.1%, the fastest pace in 40 years, before dropping to 7.7% in October. This bout of inflation has been driven in large part by steep price hikes for essentials, hitting many U.S. households where it hurts the most. In fact, more than three-fourths of the annual increase in the CPI can be attributed to these six categories.

This article will explain what an NUA strategy is, its potential benefits, and how it works for investors.

Over time, finances tend to get complicated, especially when you're juggling multiple goals and accounts. You can simplifying your finances in 2023 by making just a few changes.

Workers typically plan to retire much later than the actual age reported by retirees.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on a survey of approximately 4,000 colleges across the country. Here are cost highlights for the 2022-2023 year.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

As a real estate investor do you see Airbnb rentals as a way to make better returns? Before dipping your toes into the home-sharing craze consider these 5 things.

Here are some things you might consider before saying goodbye to 2022.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

If your clients need extra liability coverage, this article will advise them of how to make sure they’re properly covered.

The holidays are here! If you’re not sure how your finances match up with your upcoming year-end giving strategy, now is the time to prepare yourself by making your lists and checking them twice. Organization is key in order to properly give this holiday season. Follow the five tips below to maximize your charitable giving strategy this year.

Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.

This article will be about classic finance books that have stood the test of time and provide relevant financial tips.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

Compound interest has been dubbed the "eighth wonder of the world." Benjamin Franklin held a similar fascination with compound interest, using it to create endowments for the cities of Boston and Philadelphia that are still paying out. What is it about compound interest that drew the attention of these geniuses, and what separates it from other forms of interest?

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.