Can An AI Help Me Plan My Retirement?
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 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.
How might you consider the future of your creative work, patents, likeness, and other IP? Could these be important factors in your retirement strategy and beyond? While these advancements present exciting opportunities, they also require careful consideration of ownership, management, and estate strategy.
Our economy and society will change as more and more baby boomers retire.
This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.
This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.
The tax season is officially here. If you haven't already, now is the time to get prepared.
This blog is about why retirement planning looks different for women than it does for men and what we can do to help more women retire comfortably.
This blog will talk about what financial documents you should back up to ensure your financial safety.
This blog will talk about what a credit freeze is and how to freeze your credit.
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15, 2024.
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. What are the four key estate planning documents almost everyone should have regardless of age, health, or wealth?
This blog will talk about some of the worst celebrity investments, from risky real estate to shady art deals.
This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. While these taxes are not due for some time, it may benefit you to start thinking ahead. Some of the key 2024 numbers are listed below, with the corresponding limit for 2023
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.