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Friday, December 1, 2023

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.

Friday, December 1, 2023

The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress.

Friday, December 1, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

Friday, December 1, 2023

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements.

Monday, November 20, 2023

Positive seasonality is a major tailwind for the market as it navigates through a clutch of sometimes conflicting headlines and resumes its upward leaning trend following a period of assimilating recent gains.

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Monday, November 13, 2023

A confirmed move above 4,400 would reverse the S&P 500’s developing downtrend and raise the probability of the correction lows being set last month, especially if the breakout is accompanied by expanding market breadth.

Tuesday, November 7, 2023

Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits.

Tuesday, November 7, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. Here is a 401(k) end-of-the-year checklist you may find beneficial in keeping up with your retirement strategy.

Tuesday, November 7, 2023

Giving away some of your money is a great way to support the people and organizations you love. But there are smart ways to do it, minimizing your taxes and avoiding pitfalls along the way.

Tuesday, November 7, 2023

If you are getting ready to repay your student loans, you may be contacted by companies offering to help you.  Before you take action, here are some signs that you might be dealing with a student loan repayment scam.

Monday, November 6, 2023

While volatility will likely persist over the coming months, we think muni investors may be able to catch a break, especially if the Federal Reserve (Fed) is done with its aggressive rate hiking campaign.

Wednesday, November 1, 2023

Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

Friday, October 27, 2023

When you work with a financial professional, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can get ready.

Friday, October 20, 2023

Did you know that only about one-third of adults have a prepared will, and about 40% with investable assets of $1 million or more never discuss their estate plans with their children?

Friday, October 13, 2023

Many governmental and private organizations have committed to improving the resources and aid available to women-owned businesses. From grants and loans to federal contracting aid, read on to learn more about 4 unique opportunities.

Friday, October 6, 2023

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and more. Understanding how to protect your privacy can help mitigate your exposure to risk.

Friday, September 29, 2023

For many members of Generation X a comfortable retirement may feel like a distant dream. According to a recent study conducted by Prudential, over a third of Gen Xers surveyed have less than $10,000 in retirement savings...

Friday, September 22, 2023

HNWIs typically have at least $1 million in cash or assets that can be converted to cash easily, which could make planning for retirement more complex. Organizing your financial life can seem daunting at first, so here are 6 ideas to start.

Tuesday, September 5, 2023

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. One of the most challenging aspects of investing involves matching your tolerance for risk with your investment objectives.

Friday, September 1, 2023

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. Here are the tax credits you may qualify for in 2023 or the future...

Friday, August 25, 2023

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of you experience.

Friday, August 18, 2023

Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

Friday, August 11, 2023

Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you in your planning.

Friday, August 4, 2023

Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain.