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Embracing ‘Loud Budgeting’

Gen Z's Response to the Cost-of-Living Crisis As the cost-of-living crisis looms large, particularly for the younger generation, ...
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2024 Key Numbers for Health Savings Accounts

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 ...
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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, ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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How To Navigate Global Geopolitical Events

Patience, knowledge, and strategic planning are keys to financial confidence In an interconnected world, global geopolitical events have ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Big Government Weighing on Growth

Taken From First Trust's October 16th, 2023 Monday Morning Outlook: At the end of October we will get ...
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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, ...
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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 ...
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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 ...
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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, ...
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tax credits

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 ...
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Titanic

Right now the market's resilience to all of its current headwinds reminds me of the "Unsinkable Ship" the ...
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Y2K 2.0

Don’t let the title mislead you.  I don’t believe we will see twice the pain as we did ...
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2020 Coronavirus Stock Market Decline

Unprecedented

My Three Favorite Questions: Will this be a V-Shaped Recovery?  Has it ever happened before?  Are you busy ...
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“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 ...
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