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Monday, March 20, 2023

When spring rolls around, your thoughts might turn to organizing your closets or giving your floors a good deep clean. But how much thought have you given to cleaning up your finances? If the answer is “not much,” you might...

Monday, March 13, 2023

As Samuel Goldwyn once said, "The harder I work…the luckier I get!" 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work.2 Below, we discuss some ways that luck may...

Monday, March 6, 2023

If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities. A business owner's situation is unique since they are asset-rich and cash-poor since their wealth is in their...

Monday, February 27, 2023

Being an entrepreneur is a dream for many. The idea of being the boss and watching your ideas take shape into a company or endeavor can be appealing. While there are many steps on the road to becoming an entrepreneur, one of the most...

Monday, February 20, 2023

As an engineer, you already likely know the importance of accurate input when it comes to the final equation, which may put you ahead of the game when it comes to managing your finances. Below are a few ways engineers could apply their...

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Tuesday, February 14, 2023

Entrepreneurs tend to be natural risk-takers but this doesn't mean committing to uncompensated risk. A wise entrepreneur considers their potential exposure before leaping into a new business venture, moving forward only on those...

Tuesday, February 7, 2023

For many, spending more quality time with loved ones and friends is a New Year’s resolution or work-life balance goal. But for investors who are accustomed to keeping a close eye on their assets' performance, balancing one's "to...

Monday, January 30, 2023

For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your...

Monday, January 23, 2023

Financial wellness studies over the past few years indicate that investors desire financial wellness. The recent pandemic, economic and inflationary conditions, changes in work-life balance, and more responsibility for financial...

Monday, January 16, 2023

Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success in...

Monday, January 9, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

Monday, January 2, 2023

What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming.  We all know that resolutions don’t last, but we also feel the energy that comes with a new year of...

Monday, December 26, 2022

When it comes to New Year's Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others...

Monday, December 19, 2022

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes. Here are some key things to need to know...

Monday, December 12, 2022

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

Monday, December 5, 2022

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do...

Monday, November 28, 2022

Consider whether a donor advised fund can help build a more generous world November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two days encouraging...

Tuesday, November 22, 2022

Charitable giving is a term often heard around the holidays, or in some cases, around tax season. Nonprofit charitable organizations often rely on contributions from businesses and individuals to help them accomplish their goals and...

Tuesday, November 15, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Tuesday, November 8, 2022

Shoppers spend nearly $20 billion every year on Small Business Saturday.1  If you’re not familiar with this particular holiday, it takes place in the U.S. the day after Black Friday in November, and a few days before Cyber...

Monday, October 31, 2022

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Tuesday, October 25, 2022

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Monday, October 17, 2022

Your retirement is the reward after years of hard work and saving. You might dream of traveling, want to invest in a vacation home, or want to take up a new hobby. For an enjoyable retirement, saving is critical. Take charge of your...

Monday, October 10, 2022

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have...

Monday, October 3, 2022

It has been a tough year for the market. The S&P 500 index so far in 2022 has taken somewhat of a nosedive, at one point dropping 20.6 percent, the NASDAQ dropping nearly 30 percent[i], and as a nation, we have experienced massive...

Monday, September 26, 2022

The 401(k) pension plan, named after that section of the Internal Revenue Service Code that created it, has become one of the most popular retirement plans in the market. (A similar plan, the 403(b), is often available to employees of...

Monday, September 19, 2022

September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or career but may pay little attention to your finances. Getting your financial...

Monday, September 12, 2022

All investing involves risk, including the possible loss of principal, and there can be no assurance that any investment strategy will be successful. And asset allocation and diversification alone cannot guarantee a profit or eliminate...

Monday, September 5, 2022

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Thursday, July 28, 2022

Every consumer likes a good bargain, particularly value investors, who seek out stocks trading for less than their intrinsic value. By choosing companies the market has undervalued, or investing in mutual funds with similar objectives,...

Thursday, July 21, 2022

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what's...

Thursday, July 14, 2022

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic...

Thursday, July 7, 2022

If you’re retired, there’s good news in that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life, too.You...

Wednesday, June 29, 2022

What is it?Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for your aging parents means helping them plan for the future, and this can...

Wednesday, June 22, 2022

For more than 200 years, long before the advent of modern stock markets and electronic trading, some investors have been committed to socially-responsible (SRI) investing.1 This involves choosing companies and products that...

Wednesday, June 15, 2022

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too...

Wednesday, June 8, 2022

Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial...

Tuesday, May 31, 2022

If you are a non-spouse beneficiary of an IRA, proposed IRS rules regarding distributions may impact your situation. In February 2022, the IRS and Treasury Department reinstated SECURE Act RMD requirements for IRAs inherited in 2020 or...

Tuesday, May 24, 2022

We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and...

Tuesday, May 17, 2022

Do you ever feel that no matter how much money you earn, it’s never enough? Do you spend beyond your means, but still aren’t satisfied? Even financially confident people struggle with a sense of scarcity. We might say that...

Tuesday, May 10, 2022

When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice...

Tuesday, April 26, 2022

According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a school year was $9,970 for in-state students and $25,620 for out-of-state students. The...

Tuesday, April 19, 2022

If you are shopping for a financial professional, you need a good checklist of questions to ask. What you are looking for is someone who handles clients like you – and who is financially wise. As you assess a professional who...

Tuesday, April 12, 2022

Mothers are busy people, which means saving and investing for the future can often take the back burner to more urgent priorities. Not only that, but the stock market can seem risky. During the Great Recession, the value of the average...

Tuesday, March 29, 2022

Tuesday, March 22, 2022

Tuesday, March 15, 2022

Tuesday, March 8, 2022

As you near retirement, it's likely you'll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will earnings from a part-time job affect your benefit?