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Every investor understands that markets ebb and flow — the real test is how we respond during periods of turbulence. Staying focused whenheadlines stir uncertainty is one of the keys to long-term success. As the 2025 tariff...

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm (DeepSeek) appears to have developed a competitive AI...

How Did You Experience Inflation In 2024 In 2024, we all experienced inflation in different ways. Some felt it at the grocery store, others while traveling, or when dining out. In large part, that's because our personal economic...

There are some jobs that I just don’t want. The home plate umpire in the 9th inning of a major league baseball game. Fishing in the Bering Sea during an ice storm. Or a Fed Governor who must decide what to do with short-term interest...

Hold everything; stop the presses! There is talk that the Tax Cuts & Jobs Act (TCJA) of 2017 may get extended. With Republicans in control of the legislative and executive branches, most agree that tax reform will be part of the...

No Medicare surprises for 2025. As expected, the standard monthly premium for Medicare Part B enrollees will be $185, up $10.30 from 2024. The annual deductible—the amount paid before insurance begins to pay for health services—will...

The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...

With news headlines constantly covering every aspect of the presidential race, you may be wondering how the 2024 election may impact you and your finances. After all, every four years, uncertainty about the next president and their...

The stock market is too high! Every time the market hits a new all-time high, many investors and pundits inevitably begin expressing their belief that we must be close to the "market top." Of course, they're implying that a decline...

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early that...

Every family is a little different, and that’s what makes families so beautiful! One common family structure is the blended family, which is a family that includes a couple and their children from previous relationships. Because these...

It's that time of year again...the time when politicians gather around to debate a monster of their own creation: the need to raise the debt ceiling. Given that the debt ceiling is in the headlines again, I thought I would share a few...

Every year, millions of retirees flock to warmer or colder climates as they seek balmy weather and seasonal entertainment—regions like the coast or sunbelt welcome well over 50 million visitors between January and March, who are just...

While doing your taxes always feels a bit tedious, these five tips can help you stay the course for filing your 2022 tax return. Tip #1: Leverage TechnologyIf you are filing without the help of an accountant or advisor, you may find it...

Tax season is officially here. If you haven’t already done so, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may...

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it's a follow-up...

Wondering if you’re best prepared for the upcoming giving season? The holidays will be here before you know it, and in order to minimize stress and maximize your gifting abilities, it’s important to keep in mind a few details that you...

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. Individual Retirement...

"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn't be a number that you...

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the...

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023. The seven 2022 tax rates themselves didn't...

In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement.1 Regardless of your confidence, however, being aware...

A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years, but 33% were not confident.1 That’s a third of the population that is unsure whether or not...