Enduring Market Volatility With a Financial Plan
If you hope to retire soon and are concerned about what the future may hold for your investments, ...
Read More 
Luck of the Investor: Making Your Own Luck on St. Patrick’s Day
As Samuel Goldwyn once said, "The harder I work…the luckier I get!" 1 But when it comes to investing, ...
Read More 
3 U.S. Presidents Who Still Influence Your Retirement Planning Today
Each year, Presidents' Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham ...
Read More 
Retiring Early As a Couple: A Financial Love Story
Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide ...
Read More 
Reality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There ...
Read More 
Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits
When you lose money on certain investments, you can typically claim the loss against other investments, and in ...
Read More 
Four Ways to Help Lower Your Taxes Now
The financial decisions you make between now and the end of the year can significantly impact how much ...
Read More 
IRS Announces New 2024 Income Tax Brackets
Your financial professional can help leverage these changes to impact your tax liabilities It is crucial for individuals ...
Read More 
Your Financial Fresh Start: 12 Resolutions in 12 Months
Change may be difficult, especially when you try to change your financial habits. The process might be easier ...
Read More 
Countdown To Investing in the New Year: 10 Questions To Ask Yourself
If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a ...
Read More 
Presence Vs. Presents: Taking a Holiday Break From Your Business
Any small-business owner could attest that everyone needs a break sometimes. And the holiday season may provide an ...
Read More 
How To Navigate Global Geopolitical Events
Patience, knowledge, and strategic planning are keys to financial confidence In an interconnected world, global geopolitical events have ...
Read More 
5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required ...
Read More 
5 Ways to Give Tax-Free Gifts
If you plan to gift a sizable amount of money to a loved one, gift tax should be ...
Read More 
6 Ways to Minimize Your Tax Liability Throughout the Year
You don't need to wait until the end of the year to look for ways to minimize your ...
Read More 
What the Mid-Terms Might Do to the Stock Market
The S&P 500 does best when one party controls Congress and the WH too The 2022 Midterm Elections will feature ...
Read More 
Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits
When you lose money on certain investments, you can typically claim the loss against other investments, and in ...
Read More 
5 Helpful Halloween Tricks to Navigating a Scary Stock Market
Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a ...
Read More Big Government Weighing on Growth
Taken From First Trust's October 16th, 2023 Monday Morning Outlook: At the end of October we will get ...
Read More 
Retirement Planning Guide for Oil Industry Professionals
The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, ...
Read More 
How AI Can Enhance Your Job, Not Eliminate It
Your ability to work alongside Artificial Intelligence will be a great asset A recent surge in interest around ...
Read More 
What’s Happening in the World of Higher Education?
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of ...
Read More 
Estate Planning and Asset Protection: Are They the Same?
You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, ...
Read More 
Little Known Tax Credits for Business Owners
Nurturing a Community, Fostering Growth, and Making a Positive Impact As a small business owner, your employees are ...
Read More 
Unprecedented
My Three Favorite Questions: Will this be a V-Shaped Recovery? Has it ever happened before? Are you busy ...
Read More 
“To Be A Great Investor It Takes Brass Balls Not Crystal Balls” – Bill Spetrino
I heard this quote in a podcast that I subscribe to. This is so true figuratively speaking. The ...
Read More