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Monday, April 15, 2024

If you are worried about being able to afford college costs for your children or teens, a 529 education plan might be one way to boost your savings. These plans allow you to save and invest for college while perhaps enjoying tax...

Monday, April 8, 2024

Members of the "sandwich generation"—those taking on the care of their aging parents while also raising children or financially supporting adult children—may feel stressed and overextended. Most current sandwich generation members are...

Monday, April 1, 2024

Spring is a time of renewal and rejuvenation, as the world awakens from its winter slumber and new life begins to bloom. As the saying goes, "April showers bring May flowers", and this sentiment can also apply to your financial life....

Monday, March 25, 2024

For real estate investors eyeing opportunities, 2024 could mark a pivotal moment in the market, according to insights from Cohen & Steers, a renowned asset manager with decades of experience in real estate investment. As the commercial...

Monday, March 18, 2024

It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's important to consider the potential impact of taxes when making many types of...

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Monday, March 11, 2024

As Samuel Goldwyn once said, "The harder I work…the luckier I get!" But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work. Below, we discuss some ways that luck may...

Monday, March 4, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared...

Monday, February 26, 2024

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person's property and financial matters. The executor acts as the manager and...

Monday, February 19, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Monday, February 12, 2024

Whether you want to save money, pay off debt, or simply gain a better understanding of your financial habits, it’s essential to keep a close eye on your spending. This article explores five essential strategies to help you track...

Monday, February 5, 2024

In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes....

Monday, January 29, 2024

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn't just for the wealthy. Estate planning is a strategic move...

Tuesday, January 23, 2024

Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together. Retiring simultaneously can bring many benefits, such as...

Monday, January 15, 2024

Sometimes, based on the movement of the market and your risk tolerance, you may look for investment opportunities with a strategy encompassing wealth growth while mitigating the risk of unanticipated loss. There are two popular...

Thursday, January 11, 2024

The holiday season is a wonderful time for relaxing and having fun with family and friends, but it can also add a lot of extra stress to an already tight budget. Perhaps you spent more than you originally planned, or maybe you...

Thursday, January 4, 2024

Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. Having the ability to put more money away can help you prepare for a retirement that may be here faster than you think.

Thursday, December 28, 2023

Whether your retirement is within the next couple of years or the next five, the new year is the perfect time to make financial resolutions to help you toward your retirement goals. Below are just a few financial resolutions to consider...

Thursday, December 21, 2023

With the end of the year approaching, charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

Wednesday, December 13, 2023

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of the year, proactive preparation becomes essential. Whether you are an individual looking to...

Tuesday, December 5, 2023

Tax season is almost here, and could be a good time to get prepared for filing your taxes. If you make your living in the agricultural industry, there are a few year-end tax tips that might help make the process go more smoothly....

Tuesday, November 28, 2023

It can be difficult to put time aside for fitness at this time of year; your household’s or family’s calendar can fill up with get-togethers and to-dos. “These days, it seems like a struggle to keep our family moving...

Tuesday, November 21, 2023

American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to...

Tuesday, November 14, 2023

Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady...

Tuesday, November 7, 2023

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you. Every...

Wednesday, November 1, 2023

The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a...

Monday, October 23, 2023

Managing money may seem stressful at times. Unexpected expenses, changes in employment, and changes in family or lifestyle may all lead to money issues. Making sure you have money saved up for the unexpected is crucial. Here are some...

Monday, October 16, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will,...

Monday, October 9, 2023

IRMAA, which stands for Income-Related Monthly Adjustment Amount, is a term that may not be familiar to everyone. However, for individuals enrolled in Medicare, IRMAA can have a significant impact on their healthcare costs. Here are...

Monday, October 2, 2023

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

Wednesday, September 27, 2023

On September 13, 2023, it was announced that August saw inflation record its biggest monthly increase for all of 2023 as energy prices rose significantly....

Saturday, August 26, 2023

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood...

Saturday, August 19, 2023

Age plays a role in many aspects of life, and business is no different. Unfortunately, many have a perception of youth being something essential when it comes to succeeding in business. However, history has shown that this is hardly...

Saturday, August 12, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...