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Tuesday, May 12, 2026

Understanding your risk tolerance is a critical part of making confident financial decisions. Markets can be unpredictable, and balancing growth opportunities with potential losses is not always easy. At Hungerford Financial, we...

Thursday, May 7, 2026

Debt management is an important part of financial planning because high-interest balances can affect cash flow, savings goals, and long-term flexibility. For many individuals and families, the challenge is not just deciding to pay down...

Tuesday, May 5, 2026

A 401(k) plan is one of the most effective tools for building financial security, yet many employees find the details confusing. From contribution types to tax implications, unfamiliar terminology can make retirement planning feel...

Thursday, April 30, 2026

If helping children or grandchildren pay for education is one of your family’s key savings goals, a 529 plan may be an important tool to understand. A 529 offers tax advantages, investment options, and planning flexibility that can...

Tuesday, April 28, 2026

Many Americans feel uncertain or even intimidated when it comes to investing, and that hesitation is completely understandable. The good news is that investing is one of the most effective ways to build financial security over time,...

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Thursday, April 23, 2026

Trusts are a common estate planning tool, but they are often misunderstood. Many people hear the word "trust" and assume it is only for the very wealthy, in reality, trusts can serve several practical purposes for families, business...

Tuesday, April 21, 2026

Quick Summary: Transitioning from college to the professional world introduces new financial responsibilities and opportunities. Establishing strong habits early through thoughtful financial planning, budgeting, saving, and investing...

Thursday, April 16, 2026

Major life changes often come with legal, tax, and financial ripple effects. A divorce, remarriage, or new child can change who you want listed on accounts, how much insurance coverage you may need, and which tax filing rules apply for...

Tuesday, April 14, 2026

Quick Summary: Determining the right amount of life insurance is a key part of financial planning and long-term financial security. The right coverage depends on your income, financial obligations, existing assets, and future goals. By...

Thursday, April 9, 2026

Economic jargon in the news can feel overwhelming, especially when you are trying to make informed decisions about your financial future. This guide is designed to help decode five commonly referenced economic terms that frequently...

Tuesday, April 7, 2026

Market uncertainty often prompts important financial questions, especially when it comes to protecting your future. Taking control of your retirement planning during periods of volatility can create meaningful opportunities. This Q&A...

Thursday, April 2, 2026

Choosing between a Roth IRA and a traditional IRA is one of the most common retirement planning decisions, but there is no universal answer. The right choice depends on your current income, your expected income in retirement, and your...

Tuesday, March 31, 2026

Preparing for college while still in high school can be difficult for even the most academically-minded student. These days, you need to excel in the classroom, make sure you're involved in extracurricular activities, and enroll in...

Thursday, March 26, 2026

Identity theft continues to accelerate across the United States. The consequences extend far beyond stolen money—identity theft can damage your credit, complicate your taxes, and create years of financial recovery work. For families...

Tuesday, March 24, 2026

Financial security is something we all strive for, but sorting through annuity options can feel overwhelming. If you're trying to make sense of it all, you're not alone. This guide breaks things down in a clear, approachable way so you...

Thursday, March 19, 2026

As tax refunds begin to arrive for the 2025 filing season, it can be tempting to view this money as "found" cash. In reality, your tax refund is your own money coming back to you, and how you use it can have a long lasting impact on...

Tuesday, March 17, 2026

Investing can feel overwhelming, especially when you're trying to decide which options fit your financial goals, comfort level, and need for flexibility. Everyone’s situation is different, and that’s why learning about investment...

Thursday, March 12, 2026

Your credit score plays a central role in many areas of your financial life, from qualifying for a mortgage to the interest rate you pay on auto loans and credit cards. It often shows up behind the scenes when you apply for an...

Tuesday, March 10, 2026

Life brings big emotional moments—marriage, divorce, welcoming a child—and while these milestones can be joyful or challenging, they also come with practical considerations. One of the biggest is how they affect your taxes. If you’ve...

Thursday, March 5, 2026

When most people think about financial planning, they focus on investing, saving for retirement, or paying down debt. Disability insurance often receives far less attention, even though your ability to earn an income is one of your...

Tuesday, March 3, 2026

Managing the increasing cost of college can feel intimidating, but with a thoughtful plan in place, higher education can remain within reach. Whether you're a parent preparing years in advance or a student getting ready to apply,...

Thursday, February 26, 2026

Many small business owners still assume 401(k) plans are too costly or complicated to manage. That may have been true years ago, but today’s options look very different. Between running day-to-day operations, supporting your team, and...

Tuesday, February 24, 2026

Having a clear, legally valid will is one of the foundations of sound estate planning. A will can help ensure that the people and causes you care about are provided for, it may help reduce stress for your family, and make it easier for...

Thursday, February 19, 2026

Financially preparing for a child’s future is a goal many parents share. Whether the focus is long-term education planning or building resources for adulthood, families often look for structured ways to invest early. One of the newest...

Tuesday, February 17, 2026

Tax season can feel overwhelming, especially when multiple documents start arriving in your mailbox or inbox. Understanding what each form is, when you should receive it, and how to check it for accuracy can help you file your return...

Thursday, February 12, 2026

Across the United States, student loan obligations and retirement preparation remain two of the most significant financial pressures facing adults. With more than 43 million people carrying student loan balances—many of whom continue...

Tuesday, February 10, 2026

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home or are considering doing so, you may want to be aware of these new rules.Home SaleIf you owned and lived in...

Thursday, February 5, 2026

February marks Insure Your Love Month, a time to reflect on how we demonstrate care through meaningful actions. For small business owners, that care naturally extends beyond loved ones at home to the employees who support the success...

Tuesday, February 3, 2026

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2Fortunately, when couples work...

Thursday, January 29, 2026

As tax season approaches, it’s completely normal to feel overwhelmed. Gathering documents, meeting deadlines, and keeping track of forms can make the entire process feel stressful. But there’s a simple way to ease that pressure: break...

Tuesday, January 27, 2026

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all."This...

Thursday, January 22, 2026

The workplace continues to evolve, and so do the expectations employees have around meaningful benefits. Many organizations are looking for ways to support their teams beyond traditional offerings like health insurance and standard...

Tuesday, January 20, 2026

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?There are a number of choices when creating...

Thursday, January 15, 2026

Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...

Tuesday, January 13, 2026

Why January Is the Perfect Time to Rethink Your Financial HealthWith the start of a new year, many people take a closer look at their financial goals—and January’s Financial Wellness Month provides a great reminder to do just that. One...

Thursday, January 8, 2026

The Enduring Appeal of Traditional BenefitsIn today’s corporate world, trendy perks like on-site gyms and pet-friendly offices often steal the spotlight. However, traditional benefits such as retirement plans remain pivotal in...

Tuesday, January 6, 2026

January is a perfect moment to step back, look at the past year’s spending, and give your finances a meaningful reset. Reviewing how you used your money in 2025 can highlight habits you did not notice in real time—unused subscriptions,...

Thursday, January 1, 2026

For many families, the moment a teenager earns their driver’s license is both exciting and emotional. It represents new independence, greater responsibility, and a major step toward adulthood. At the same time, it can be a...

Tuesday, December 30, 2025

Wondering whether your charitable donations can be written off on your taxes? You’re not alone. Many people give generously throughout the year without realizing that, when done correctly, those contributions may also lower their tax...

Thursday, December 25, 2025

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38%. As our nation ages, many Americans are...

Tuesday, December 23, 2025

As the end of the year approaches faster than we expect, it’s easy to get swept up in holiday plans and overlook important health and financial benefits. If you’re feeling unsure about what to do or worried you may be missing something...

Thursday, December 18, 2025

In today's competitive job market, offering a comprehensive and appealing employee benefits package is more complex than ever. Employers must navigate the intricacies of meeting legal compliance while also aligning with industry...

Tuesday, December 16, 2025

For many, the idea of having $1 million in savings is synonymous with financial security in retirement. However, evolving economic landscapes and personal aspirations often challenge this conventional benchmark. Let's explore why...

Thursday, December 11, 2025

As we near the end of the year, now's the perfect time to take charge of your financial planning. It's understandable if your financial to-dos feel overwhelming, but remember, proactive decision-making empowers you. This article will...

Tuesday, December 9, 2025

Local giving holds the transformative power to unite communities and make lasting impacts. Even small contributions can make a difference by fostering a sense of unity and support among community members. Supporting local initiatives...

Thursday, December 4, 2025

Understanding the Impact of Tax Law Changes on Property Owners When tax laws change, the ripple effects can be significant, particularly for property owners whose financial strategies often rely on specific deductions, credits, and...

Tuesday, December 2, 2025

The end of the year is a time for reflection, and what better way to take stock of your life than by reviewing your life insurance coverage? The holiday season, coupled with open enrollment, offers a perfect opportunity to assess...

Thursday, November 27, 2025

Misunderstandings surrounding estate planning often lead to confusion, especially concerning the functions of trusts, the breadth of estate planning, and proper disinheritance methods. Trusts Require Proper Funding to Protect Assets A...

Tuesday, November 25, 2025

As the holiday season approaches, it’s easy to feel overwhelmed or uncertain about your financial standing. But fall offers an ideal moment to pause, reflect, and make smart financial decisions to end the year strong and set a solid...

Thursday, November 20, 2025

Life is full of unexpected moments, much like a sudden downpour on what seemed to be a clear day. During the spring rains, an umbrella becomes essential; similarly, an emergency fund acts as your financial protection against unforeseen...

Tuesday, November 18, 2025

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the...

Thursday, November 13, 2025

As the leaves change color and the year winds down, it's the perfect time to refresh your tax strategy. Just like a fall clean-up, tax-loss harvesting offers a chance to align your investments with your financial goals and end the year...

Tuesday, November 11, 2025

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a...

Thursday, November 6, 2025

Thanksgiving is a time for family, friends, and yes, even a bit of financial discussion. As you're enjoying your turkey and cranberry sauce, it's natural for questions about money to crop up. Here are five financial topics that often...

Tuesday, November 4, 2025

As the year winds down, it's all too easy to let tax season catch you off guard, potentially derailing carefully laid business plans. Many business owners face this scenario, leading to costly consequences. However, with proactive...

Thursday, October 30, 2025

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and...

Tuesday, October 28, 2025

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the...

Thursday, October 23, 2025

Understanding the Current Scenario As of 2024, individuals enjoy a lifetime estate and gift tax exemption of approximately $13.61 million. This exemption permits substantial tax-free gifts during one's lifetime or after death. Upcoming...

Tuesday, October 21, 2025

The Joy and Importance of Philanthropy Charitable giving is much more than a financial transaction; it is a powerful expression of compassion and a commitment to making a difference. When you give, you are not only supporting a cause...

Thursday, October 16, 2025

Why Risk Tolerance Matters When managing investments, understanding your risk tolerance is essential. It's the delicate dance between seeking opportunities and managing the potential for loss. Each financial decision carries an...

Tuesday, October 14, 2025

When a partial federal government shutdown occurs, it creates ripples of uncertainty across various aspects of daily life and long-term financial planning. Many Americans are left questioning which services will continue, which...

Thursday, October 9, 2025

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and...

Tuesday, October 7, 2025

Why Regular 401(k) Benchmarking is Like Home Maintenance Imagine owning a beautiful, well-built home. It stands strong and looks impeccable at a glance. But without routine checks – a leaky roof, crumbling foundation, or out-of-date...

Thursday, October 2, 2025

Empowering the Next Generation: Financial Planning in October October is National Financial Planning Month, a perfect opportunity to empower the next generation with smart, actionable financial knowledge. It's a month dedicated to...

Tuesday, September 30, 2025

What Can You Buy With 529 Distributions? Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition...

Thursday, September 25, 2025

Taking Control of Your Retirement PlanningIn an unpredictable market, it's crucial to seize control of your retirement planning. Recent fluctuations have heightened many individuals' financial concerns, prompting questions about...

Tuesday, September 23, 2025

The smell of pumpkin spice and the changing leaves aren't the only signals that fall is upon us. With just 100 days left in the year, it's time for both employers and employees to make a final sprint towards financial preparedness,...

Thursday, September 18, 2025

The Importance of Financial Protection Financial planning is crucial when it comes to safeguarding our loved ones. However, understanding the right insurance to secure this protection can be perplexing. Two common options are life...

Tuesday, September 16, 2025

As we age, the need for long-term care becomes an increasingly critical consideration. The challenge lies in ensuring that you or your loved ones receive the necessary care without imposing financial burdens. With rising costs, it's...

Thursday, September 11, 2025

Just Like an Umbrella in the Rain Imagine walking on a clear spring day when suddenly, a rainstorm appears out of nowhere. Who wouldn't want an umbrella handy? Similarly, life can bring unexpected financial challenges, and having an...

Tuesday, September 9, 2025

Embrace the Autumn Change for Financial Growth As the leaves turn golden and the cool breeze ushers in the end of the year, it's a time for reflection and renewal. Just as you might tidy your garden for the winter or declutter your...

Thursday, September 4, 2025

Embrace Back-to-School Season for Financial Refocus The back-to-school season serves as a powerful reminder of new beginnings and renewed focus. It's not just students who benefit from this seasonal shift; it's the perfect opportunity...

Tuesday, September 2, 2025

The $6,000 Senior Deduction: What Does It Mean? The OBBBA introduces a new $6,000 deduction for seniors starting in tax year 2025, applicable to those age 65 or older. Qualifying couples can claim $12,000. This deduction can be used...

Thursday, August 28, 2025

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here's a quick review of the six main...

Tuesday, August 26, 2025

August is National Make-A-Will Month — a timely opportunity to shine a light on an often-overlooked yet critical topic. Many people, especially younger adults, might think that wills are only a concern for the elderly or those with...

Thursday, August 21, 2025

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing...

Tuesday, August 19, 2025

Transitioning into the back-to-school season can throw even the most organized households into disorder. Whether you're juggling the costs of tuition, tweaking your savings plan, or simply managing the extra expenses of a new school...

Thursday, August 14, 2025

Decoding Economic Jargon: Your Guide to Financial Literacy It's no secret that economic jargon can make the daily news sound overwhelming, especially when you're trying to make informed decisions about your financial future. That's why...

Tuesday, August 12, 2025

Challenging the Traditional $1 Million Benchmark For decades, the belief that amassing $1 million in savings would secure a comfortable retirement has been firmly entrenched in financial planning. This figure represents a symbol of...

Thursday, August 7, 2025

The back-to-school season is upon us, and with it comes the whirlwind of school supply shopping, new schedules, and the general hustle and bustle that families know all too well. Amid this flurry of activity, taking a few moments to...

Tuesday, August 5, 2025

Unpacking the Impact of the One Big Beautiful Bill Act The "One Big, Beautiful Bill" (OBBBA) is more than just a political talking point; it's a significant law bringing real implications for your financial strategies. With its...

Thursday, July 31, 2025

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle. The business cycle – also known as the economic...

Tuesday, July 29, 2025

Unpacking the Impact of the One Big Beautiful Bill Act The "One Big, Beautiful Bill" (OBBBA) is more than just a political talking point; it's a significant law bringing real implications for your financial strategies. With its...

Thursday, July 24, 2025

As we reach the midpoint of the year, it's natural to take a moment to evaluate your current financial standing amidst the warm, leisurely summer atmosphere. This time of year offers a unique opportunity to pause and reflect, setting...

Tuesday, July 22, 2025

The Severe Reality of Data Breaches In a startling revelation, a massive compilation of 16 billion login credentials has surfaced, presenting a severe risk to users worldwide. This dataset includes usernames, passwords, and URLs from...

Thursday, July 17, 2025

Starting Your Exciting Homebuying Journey Embarking on the journey to buy your first home is both thrilling and daunting. The prospect of owning a home comes with a mix of excitement and a flurry of questions. Rest assured, this blog...

Tuesday, July 15, 2025

Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for...

Thursday, July 10, 2025

The Enduring Value of Traditional Benefits In today’s rapidly changing workplace environment, employers are often tempted to prioritize trendy perks like pet-friendly offices and on-site gyms. While these modern benefits can boost...

Tuesday, July 8, 2025

Have you ever taken a close look at paper money? Each U.S. bill has the words "Federal Reserve Note" imprinted across the top. But many individuals may not know why the bill is issued by the Federal Reserve and what role the Federal...

Saturday, July 5, 2025

Investing can often feel like walking a tightrope, balancing the lure of potential gains against the threat of losses. Understanding your risk tolerance is crucial to making sound investment decisions that align with your financial...

Thursday, July 3, 2025

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit...

Tuesday, July 1, 2025

Choosing a mortgage can indeed feel overwhelming, with so many choices and financial implications on the line. But finding the right fit is crucial for your long-term financial success. The right mortgage not only aligns with your...

Thursday, June 26, 2025

Introduction: Overlooked but Essential Life insurance often falls off the radar for younger generations. Many Millennials and Gen Z members assume it's an expense they can avoid or delay, thinking it's too costly or unnecessary without...

Tuesday, June 24, 2025

Life changes—such as getting married, divorced, or expanding your family—are often profound emotional milestones. While these moments bring significant personal meanings, they also carry practical implications, particularly concerning...

Thursday, June 19, 2025

This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding you

Tuesday, June 17, 2025

With tax season behind us, many feel a sense of relief, but it's essential to remember that the possibility of an audit, while rare, still exists. Preparing all year round can ease stress and simplify the process if one occurs. This...

Thursday, June 12, 2025

The journey to homeownership is an exciting and significant milestone in life. One of the key steps in this process is choosing the right mortgage lender, a decision that can have lasting effects on your home buying experience. Making...

Tuesday, June 10, 2025

The year is whizzing by, isn’t it? As we hit the mid-year mark, it's the perfect time to pause and reflect on how life has been this year. But more importantly, how it might have influenced your financial plans. Life is dynamic, and...

Thursday, June 5, 2025

You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Last year, nearly 50% of high school seniors submitted a FAFSA to the...

Tuesday, June 3, 2025

Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as they receive their driver’s license. Here are some...

Thursday, May 29, 2025

The United States is a nation of go-getters, with an astounding 33.2 million small businesses driving the economy forward. The prospect of starting a new business combines the thrill of opportunity with the challenge of navigating the...

Tuesday, May 27, 2025

The beginning of the fall semester brings a mix of excitement and apprehension for both students and parents. While embarking on a college journey promises new horizons and learning opportunities, the financial considerations can be...

Thursday, May 22, 2025

Keeping up with economic news can feel overwhelming, especially when you’re trying to make informed decisions about your financial future. This guide decodes five key economic terms frequently referenced in market updates and policy...

Tuesday, May 20, 2025

Deciding whether to rent or buy a home is one of the biggest financial choices many people face today. Each option comes with its distinct advantages and potential drawbacks, making the decision dependent on individual financial...

Thursday, May 15, 2025

Taking Control of Your Healthcare Decisions Thinking about medical decisions isn’t always easy. It can be uncomfortable to imagine scenarios where you might not be able to communicate your desires. However, planning ahead with a living...

Tuesday, May 13, 2025

Where to Check Refund Status Many taxpayers eagerly await their tax refunds each year, and knowing how to check your refund status can ease any concerns about timing. The IRS provides a convenient tool called “Where’s My Refund?” on...

Thursday, May 8, 2025

Facing unexpected medical expenses can be a daunting experience, even for those with traditional health insurance. With healthcare costs continuing to rise, out-of-pocket expenses can accumulate rapidly, leaving many facing financial...

Tuesday, May 6, 2025

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to...

Thursday, May 1, 2025

National Life Insurance Day on May 2 is the perfect moment to reflect on the significance of life insurance. Whether you have an existing policy or are considering getting one, understanding key facts about life insurance can empower...

Tuesday, April 29, 2025

Understanding AnnuitiesSeeking financial stability is a universal goal, yet navigating the world of annuities can feel like stepping into a maze. An annuity is a contract with an insurance company, where funds are invested by you, and...

Thursday, April 24, 2025

One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of 2023.1,2 If you want to add...

Tuesday, April 22, 2025

April marks Financial Literacy Month, a time dedicated to raising awareness about the importance of financial education. Understanding key financial terms is crucial for anyone looking to make smarter money decisions, whether you're...

Thursday, April 17, 2025

Understanding the Impact of Retirement Decisions Planning for retirement can be daunting, especially when deciding where to allocate your savings. The choice between a Roth IRA and a Traditional IRA is one of those crucial decisions...

Tuesday, April 15, 2025

Filing taxes can bring a great sense of relief, but remember, the process isn't necessarily over once you hit 'submit.' Taking a few additional steps can ensure a smoother experience and help you avoid any unexpected hurdles. Here are...

Thursday, April 10, 2025

Tax Day is fast approaching, and now is the time to take stock of opportunities to reduce your tax burden and grow your savings. Two often-overlooked tools — the Individual Retirement Account (IRA) and the Health Savings Account (HSA)...

Tuesday, April 8, 2025

The recently signed Social Security Fairness Act marks a significant shift for retirees, especially for public servants like teachers, firefighters, and police officers. For years, outdated provisions had reduced Social Security...

Thursday, April 3, 2025

By May 15, 2023, over 142 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about...

Tuesday, April 1, 2025

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...

Thursday, March 27, 2025

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly...

Tuesday, March 25, 2025

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid question...

Thursday, March 20, 2025

The housing market today is a challenging arena for prospective homeowners looking to secure affordable financing options. With fluctuating prices and varying interest rates, choosing the right mortgage type becomes crucial. Aligning...

Tuesday, March 18, 2025

In today's increasingly digital world, scammers are becoming more inventive, employing various tactics to impersonate the Internal Revenue Service (IRS) in an attempt to extract personal information or payments from unsuspecting...

Thursday, March 13, 2025

As we age, the conversation around long-term care becomes increasingly relevant—a reality that cannot be ignored. Planning for long-term care is crucial to ensure adequate support while mitigating potential financial burdens....

Tuesday, March 11, 2025

Life insurance is a cornerstone of a sound financial plan. It's not just a policy, but a crucial decision that affects the financial well-being of your loved ones. Deciding on the right amount of coverage can be daunting, but taking a...

Thursday, March 6, 2025

Deciding on the right mortgage can feel overwhelming, but it’s crucial for your long-term financial success. The key is to find a mortgage that comfortably fits your budget today while supporting your future goals. Here’s how to...

Tuesday, March 4, 2025

As the tax deadline approaches, many experience a wave of stress and confusion. This common reaction often boils down to issues such as incomplete documentation or waiting for additional information that delays the filing process....

Thursday, February 27, 2025

By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And almost weekly, the Internal Revenue Service publishes a 10- to 50-page bulletin about various aspects of the tax code.2 Fortunately...

Tuesday, February 25, 2025

Charitable giving is not just about supporting worthy causes; it's also a strategic financial activity that benefits both the donor and the recipient. Informed giving allows donors to maximize their contributions through smart...

Thursday, February 20, 2025

When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means...

Tuesday, February 18, 2025

Investing is a journey that requires a balance between courage and caution. We often hear about the rewards of investing, but the truth is, potential gains are usually accompanied by risks. It can be challenging to find a balance...

Thursday, February 13, 2025

In today’s competitive job market, crafting the right package of employee benefits is more complex than ever. There's a delicate balance in ensuring compliance with legal requirements, meeting industry standards, and offering...

Tuesday, February 11, 2025

In today's evolving workplace, flashy perks like pet-friendly offices and on-site gyms may catch attention, but traditional benefits like retirement plans undeniably hold long-term value for employees. The 401(k) matching program...

Thursday, February 6, 2025

Financial security during retirement is a top concern for many, as the transition from a regular paycheck to relying on savings can pose significant challenges. With longer life expectancies and rising costs, ensuring a consistent...

Tuesday, February 4, 2025

As we usher in a new year, minimum wage increases are taking effect across the country, impacting businesses and employees alike. Staying informed of these changes is crucial for compliance and strategic planning. This overview...

Thursday, January 30, 2025

Tax season has finally come to an end, bringing a sigh of relief for many. But remember, the journey doesn't end here. Taking proactive steps today can lead to a smoother tax experience and help you decrease your future tax liability....

Tuesday, January 28, 2025

Estate planning is often perceived merely as a financial exercise aimed at efficiently distributing assets posthumously. However, this outlook omits a crucial aspect— ensuring that personal wishes are respected during one's lifetime. A...

Thursday, January 23, 2025

Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. Homeownership offers several avenues to save money, but navigating these benefits can seem overwhelming given...

Tuesday, January 21, 2025

Unlimited Paid Time Off (PTO) is an innovative and increasingly popular workplace benefit, signaling a shift toward fostering trust and autonomy within the workplace. Companies like Zoom and Netflix have successfully adopted this...

Thursday, January 16, 2025

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite...

Tuesday, January 14, 2025

As Teddy Roosevelt once observed, "Old age is like everything else. To make a success of it, you've got to start young." The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the...

Thursday, January 9, 2025

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the...

Tuesday, January 7, 2025

Just like an umbrella is essential for those unpredictable spring rains, an emergency fund serves as your financial shield during life's sudden downpours. Often, we can't predict the stormier moments that call upon our resources,...

Thursday, January 2, 2025

Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Medicare Advantage plans are offered by private insurers in conjunction with the Medicare program, and...

Tuesday, December 31, 2024

Workers' compensation is a crucial element of workplace safety and financial security, providing essential support to employees who sustain injuries or illnesses on the job. For both employers and employees, understanding the different...

Thursday, December 26, 2024

Managing payroll is one of the most complex and critical tasks for any business owner. Mastering payroll terminology not only simplifies payroll processing but also ensures legal compliance and enhances employee satisfaction. Here, we...

Tuesday, December 24, 2024

Beyond the pride of owning a home, there are significant financial benefits that come with it, especially during tax season. Understanding these benefits can seem overwhelming amidst the complexity of tax laws, but rest assured that...

Thursday, December 19, 2024

Determining Your Comfort with Investment Risks Navigating the investment landscape can be daunting, especially when contemplating the balance between seizing opportunities and guarding against potential losses. Emotions significantly...

Tuesday, December 17, 2024

As we step into 2025, understanding life insurance trends has never been more crucial. Staying informed of the latest life insurance statistics empowers individuals to protect their families and secure their financial futures. It’s...

Thursday, December 12, 2024

As the year comes to a close, it’s the perfect time to reflect on your financial and personal goals, including your estate plan. Estate planning is a critical task that ensures your assets are protected and distributed according to...

Tuesday, December 10, 2024

Many homeowners enjoy hosting holiday gatherings with friends and family, but few consider the risks that come with it. While parties are meant to be fun, they can bring unintended consequences if something goes wrong. Homeowners may...

Thursday, December 5, 2024

Scammers often pretend to be from the IRS to trick people into giving personal information or making payments. Staying calm and informed is crucial in identifying and avoiding these scams. Here are four key signs that the communication...

Tuesday, December 3, 2024

The festive season is upon us, and many companies are gearing up for holiday parties to celebrate the year's accomplishments and spread some cheer. While these events are often the highlight of the year, businesses should be aware of...

Tuesday, November 26, 2024

Estate planning might not be at the top of everyone’s mind, but it’s a powerful step toward securing a stable future for your loved ones. A new year often brings with it the chance to reassess important aspects of life, and updating a...

Thursday, November 21, 2024

Many business owners find themselves juggling multiple tasks at the end of the year as they try to close out their financials. Asking the right end-of-year (EOY) questions can reduce stress, help clean up their books, and even uncover...

Tuesday, November 19, 2024

When it comes to saving for retirement, choosing the right account can be a daunting task. The decision is crucial as it can significantly impact your future financial security. Whether you’re a seasoned investor or just starting,...

Tuesday, November 19, 2024

As the year draws to a close, it's a natural time to reflect on any big changes that may have come your way in 2024. Whether you've recently gotten married, divorced, welcomed a new child, or bought a new home, this season often ushers...

Thursday, November 14, 2024

Just as an umbrella is essential during spring rains, an emergency fund is a crucial financial tool to shield us from life's unpredictable downpours. Life can surprise us with sudden financial demands, and being prepared can provide...

Tuesday, November 12, 2024

Managing a 401(k) plan is no small feat. Many businesses face the challenges of ensuring their retirement plans are both cost-effective and able to meet the diverse needs of all their employees. A well-managed 401(k) not only supports...

Thursday, November 7, 2024

The holiday season is a time for joy, family gatherings, and travel. Many of us look forward to visiting loved ones or embarking on a well-deserved vacation during this time. However, it’s important to keep your house safe while you’re...

Tuesday, November 5, 2024

November is National Family Caregiver Month, an opportunity to honor the physical, mental and emotional effort caregivers put into their role every day. When looking after a loved one, it’s important to understand the financial...

Thursday, October 31, 2024

Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently...

Tuesday, October 29, 2024

When it comes to investing, the common terminology says that you're investing in "the markets" or Wall Street. But what do these terms mean, and how are markets defined? Simply put, financial markets are where traders and investors buy...

Thursday, October 24, 2024

At different periods of time, the stock market appears to favor one of two stock types - value stocks or growth stocks. Since the United States' 2008 market downturn, for example, the market has primarily favored growth stocks. The...

Tuesday, October 22, 2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are incorporating this government-sponsored program into their future health care...

Thursday, October 17, 2024

If you're considering offering an employer-sponsored retirement plan, a 401(k) is a popular option for small business and large corporations alike. In 2020 there were about 600,000 401(k) retirement plans with over 60 million active...

Tuesday, October 15, 2024

Achieving financial independence is a goal that almost everyone has. It brings you the personal freedom to do what you want. For most people, however, debt is a significant roadblock. In fact, the average adult has around $103,358 in...

Thursday, October 10, 2024

Equity compensation is an attractive benefit that many companies offer to employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership. If you’re new to equity compensation or...

Tuesday, October 8, 2024

Not only do cybersecurity breaches impact a company’s sensitive data, but they can also have an economic impact. Cybersecurity breaches involving unauthorized access to data, systems, and networks can cause extensive financial losses,...

Thursday, October 3, 2024

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National...

Tuesday, October 1, 2024

Social Security is a cornerstone of financial security for millions of Americans. One of the essential features of Social Security benefits is the annual Cost of Living Adjustment (COLA), which ensures that the purchasing power of...

Saturday, September 28, 2024

This blog explains how Social Security benefits are taxed and provides some tips on how to potentially reduce your tax liability.

Tuesday, September 24, 2024

When it comes to information-stealing scams, there’s good news and bad news. The good news is that we are getting scammed less. According to Motley Fool, there were 1.036 million reports of identity theft in 2023, down from 1.107...

Thursday, September 19, 2024

Retirement strategy is a bit like setting sail on a journey. You can plot your course, prepare your route, and set off with a clear destination in mind, but things can always change, no matter how well-prepared you are. Maybe you...

Tuesday, September 17, 2024

Running a business presents unique challenges and opportunities that can significantly impact retirement planning. Here, we’ll share some reasons why retirement planning differs for business owners and explore some key considerations...

Thursday, September 12, 2024

Fall is the perfect time to consider your home's maintenance and renovation needs and is an ideal season to tackle these projects before the winter chill sets in. But it's crucial to approach them with a solid financial strategy in...

Tuesday, September 10, 2024

Stock market volatility is one factor to consider when building a diversified, risk-tolerant investment portfolio. But what does "stock volatility" actually mean, and how is it measured? Here, we share what stock volatility is, how...

Thursday, September 5, 2024

The term “stock split” may be one of those financial terms that you’ve seen but never understood, but stock splits are quite simple, and understanding them can be valuable for any investor. Let's explore what stock splits are and why...

Tuesday, September 3, 2024

If you’re an investor researching different options for your portfolio, you have likely come across the phrase price-to-earnings (P/E) ratio. While it may sound like financial jargon at first, grasping the significance of the P/E ratio...

Thursday, August 29, 2024

In a recently conducted survey, only 37 percent of participants were considered to have a passable level of financial literacy.1 The number sounds low, but it’s not hard to see why more than 60 percent of participants had trouble...

Tuesday, August 27, 2024

Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable...

Thursday, August 22, 2024

In an era dominated by digital transactions and online financial activities, protecting your personal information is more crucial than ever. If you suspect that your personal information or identity was stolen, freezing your credit is...

Tuesday, August 20, 2024

If you’ve accidentally deleted or misplaced a financial document, you already understand the importance of backing up your important files. However, saving your financial documents to an external hard drive is only part of the battle....

Thursday, August 15, 2024

The biggest challenge for students and parents when planning for education are the financial costs; including tuition and academic expenses. It’s not just for college anymore – added to the tuition eligibility are K-12, private and...

Tuesday, August 13, 2024

With buying your first home comes an amazing feeling of accomplishment. You are now achieving your goals of homeownership and obtaining not only a home, but also a valuable asset. While you may be excited about the anticipated purchase...

Thursday, August 8, 2024

One of the major problems that occur with preparing for one’s passing and financial distribution is that people frequently leave the matter to the very last minute and then make rushed decisions with bad information. This can cause...

Tuesday, August 6, 2024

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. Learn more about what a living trust is and some of the potential benefits...

Thursday, August 1, 2024

Bringing a baby into the world can be exhilarating, and the anticipation of change can often be overwhelming for new parents. Suddenly, nine months feels like the blink of an eye when it comes to preparing for the expansion of your...

Tuesday, July 30, 2024

When evaluating a portfolio or determining what companies to invest in, investors are usually only interested in one thing — getting a good return on investment. They want to determine which companies are most likely to have a...

Thursday, July 25, 2024

In one way or another, we all have a complex relationship with our own money. Because of that, it’s hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them?...

Tuesday, July 23, 2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are incorporating this government-sponsored program into their future health care...

Thursday, July 18, 2024

There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 11 quotes from philosophers, businesspeople, and...

Tuesday, July 16, 2024

Compound interest has been dubbed the "eighth wonder of the world." Benjamin Franklin held a similar fascination with compound interest, using it to create endowments for the cities of Boston and Philadelphia that are still paying out....

Thursday, July 11, 2024

Since there is no exact timeline on how long we will live or what our future may hold, it’s understandable to have questions and concerns about the road ahead. Whether you are already retired or just beginning to consider your...

Tuesday, July 9, 2024

As you focus on raising the next generation, we’re sharing our top four ways to teach your kids about something that’ll stick with them for the rest of their lives - money. If you haven’t started laying the foundation for healthy money...

Tuesday, July 2, 2024

Have you taken a vacation this year? If the answer is no, what held you back? For most people, it comes down to budgeting and feeling like you can never quite afford a getaway. A trip away should be fun and rejuvenating, not a cause of...

Thursday, June 27, 2024

Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), it’s important to...

Tuesday, June 25, 2024

Small businesses serve as the backbone of the economy. If you run a family business, you understand the importance of preparing and openly communicating with those who are slated to take the reins one day. Family businesses account for...

Thursday, June 20, 2024

Choosing the right commercial insurance plan for your business can be a challenge. We have developed many different options and programs to meet the needs of our commercial insurance clients, no matter the business. Helping you find...

Tuesday, June 18, 2024

Given the sheer number of cars on the road and the distractions drivers deal with every day, the chances of using your auto policy are higher than ever. You're at risk literally every single day you get in your car. It's important to...

Thursday, June 13, 2024

If you're renting an apartment, home, or condo, you might assume you don't need insurance. Should anything structural happen to the building, the property owner is responsible for repairing the damage under their policy. But they...

Tuesday, June 11, 2024

Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required. Lenders require homeowner's insurance to protect their investment in your...

Thursday, June 6, 2024

Personal liability insurance is about providing additional financial protection for you and your family. The personal liability coverage within your homeowners policy provides coverage to pay for claims of bodily injury and property...

Tuesday, June 4, 2024

Wedding season is officially here! For many couples, a wedding is a joyous celebration but can also bring about financial stress. Planning a wedding involves more than choosing the perfect dress and venue; it requires careful budgeting...

Thursday, May 30, 2024

As a graduate, you’ve endured years of hard work, late-night study sessions, and perhaps a few too many instant noodles. As you step into the “real world,” one of the most crucial skills you can develop is financial literacy. Here are...

Tuesday, May 28, 2024

The concept of return on investment (ROI) for home renovations isn’t always clear-cut. Unlike traditional financial investments, the ROI of a home renovation can be a bit fuzzier. Factors such as location, market trends, quality of...

Thursday, May 23, 2024

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

Tuesday, May 21, 2024

Retirement strategy is a bit like setting sail on a journey. You can plot your course, prepare your route, and set off with a clear destination in mind, but things can always change, no matter how well-prepared you are. Maybe you...

Thursday, May 16, 2024

Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone. Your strategy is not a one-time task but a process that should evolve with your and your...

Tuesday, May 14, 2024

A majority of Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a recent survey, over 50 percent of people believe having an estate plan is...

Thursday, May 9, 2024

Achieving financial independence is a goal that almost everyone has. It brings you the personal freedom to do what you want. For most people, however, debt is a significant roadblock. In fact, the average adult has around $103,358 in...

Tuesday, May 7, 2024

In the digital age, where technology has revolutionized the way we manage our lives, safeguarding our financial documents has never been more critical. From tax returns and bank statements to investment portfolios and insurance...

Thursday, May 2, 2024

AI has become increasingly popular in recent years, and with the advent of ChatGPT, it seems like it can do almost anything! But can AI help you plan your retirement? The answer is that while AI can be a powerful tool for research, it...

Friday, April 26, 2024

April is National Volunteer Month! The occasion began in 1974 as National Volunteer Week with a presidential proclamation meant to promote volunteering and to show appreciation for the many dedicated volunteers serving throughout...

Monday, April 22, 2024

As our parents age, we often find ourselves stepping into new roles. One of the most challenging and sensitive discussions to have is about their finances. While uncomfortable, this conversation is crucial for ensuring their well-being...

Friday, April 19, 2024

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

Thursday, April 4, 2024

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Tuesday, April 2, 2024

Make your charitable donations count by efficiently planning ahead and preparing for the unexpected.

Thursday, March 28, 2024

This blog will talk about what a credit freeze is and how to freeze your credit.

Tuesday, March 26, 2024

https://www.nasdaq.com/articles/how-long-should-you-keep-your-bank-statements

Thursday, March 21, 2024

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Thursday, March 14, 2024

Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.

Tuesday, March 12, 2024

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Thursday, March 7, 2024

High-level executives and directors are often incentivized with complex compensation packages. If your business is offering a phantom stock plan, here's what you need to know.

Tuesday, March 5, 2024

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Thursday, February 29, 2024

FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.

Tuesday, February 27, 2024

As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.

Thursday, February 22, 2024

This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.

Tuesday, February 20, 2024

If your clients want to get the most out of HSAs, show them how with this article.

Thursday, February 15, 2024

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Tuesday, February 13, 2024

A clear explanation of this valuable exclusion and how it helps most homeowners.

Thursday, February 8, 2024

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

Tuesday, February 6, 2024

This blog will talk about spending trends around Valentine’s Day as well as a quick history of the popular holiday.

Thursday, February 1, 2024

Encourage your clients to dream—and plan—big. Use this article to help your clients reach their loftier goals.

Tuesday, January 30, 2024

Celebrating as a family member graduates high school and attends college is a joyous event and the culmination of years of hard work. However, paying for college remains a significant source of stress for many households. It's no...

Thursday, January 25, 2024

These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?

Tuesday, January 23, 2024

The battle over the federal budget in Washington is adding to political uncertainty at a time when investors are already nervous about the economy and financial markets. Lawmakers are running out of time to agree on and approve a new...

Thursday, January 18, 2024

Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.

Tuesday, January 16, 2024

As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.

Thursday, January 11, 2024

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

Tuesday, January 9, 2024

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

Thursday, January 4, 2024

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Tuesday, January 2, 2024

Start the year off right by getting started on these five top financial goals.

Thursday, December 28, 2023

January is Financial Wellness Month, a time to check-in with your financial strategy.

Tuesday, December 26, 2023

This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.

Friday, December 22, 2023

This blog will share insights into how inflation is calculated to help readers understand this sometimes vague metric.

Wednesday, December 20, 2023

The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?

Friday, December 15, 2023

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

Tuesday, December 12, 2023

This blog will share five classic Christmas stories to get readers into the holiday spirit.

Thursday, December 7, 2023

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

Tuesday, December 5, 2023

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Thursday, November 30, 2023

The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.

Tuesday, November 28, 2023

This blog will give tips on how to keep your house safe when traveling for the holidays.

Thursday, November 23, 2023

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.

Tuesday, November 21, 2023

Help your clients find their inspiration with these 5 classic stories about success.

Thursday, November 16, 2023

Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.

Tuesday, November 14, 2023

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

Thursday, November 9, 2023

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financia

Tuesday, November 7, 2023

This blog will talk about Giving Tuesday, including what it is and a brief history of the holiday.

Thursday, November 2, 2023

Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.

Tuesday, October 31, 2023

This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.

Thursday, October 26, 2023

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

Tuesday, October 24, 2023

If your clients want to escape the harsh winter weather, show them how with this article.

Thursday, October 19, 2023

We need food, but we don't need to spend more than we have to on it. These 9 grocery shopping hacks can help stretch your monthly budget.

Tuesday, October 17, 2023

This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.

Thursday, October 12, 2023

This blog will discuss the importance of protecting yourself from credit card fraud and provide tips to help readers protect themselves.

Tuesday, October 10, 2023

This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.

Monday, October 9, 2023

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas, responded with air strikes, and called up 300,000

Thursday, October 5, 2023

We’ve all heard so much about inflation over the last couple of years. We’ve seen the headline figures and we’ve felt our own bills going up every month, but what does this all boil down to over the course of the year?

Tuesday, October 3, 2023

This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

Tuesday, September 26, 2023

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Thursday, September 21, 2023

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

Tuesday, September 19, 2023

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

Thursday, September 14, 2023

Whether you're looking to save money or put more time back into your day, find out if a grocery delivery service works for you and your family.

Tuesday, September 12, 2023

A single person age 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in retirement, according to Fidelity. In 2023, their estimate for an average retired couple aged 65 is around $315,000. The actual...

Thursday, September 7, 2023

Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is...

Tuesday, September 5, 2023

A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved together for 38 years we’ve been married, and it was all taken from us,”...

Thursday, August 31, 2023

This blog will explain what systemic risk is and how it can impact how you approach your financial planning.

Tuesday, August 29, 2023

Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.

Thursday, August 24, 2023

This blog discusses the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods.

Tuesday, August 22, 2023

Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make impor

Thursday, August 17, 2023

This article details the top three provisions in the Inflation Reduction Act that the average American will benefit from the most.

Tuesday, August 15, 2023

Having dual citizenship comes with many benefits and a few considerations. Learn more about how dual citizenship might impact your financial plan.

Thursday, August 10, 2023

When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.

Thursday, August 10, 2023

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

Wednesday, August 9, 2023

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

Tuesday, August 8, 2023

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Thursday, July 27, 2023

With seven simple steps, you can enhance your pool's safety this summer without any reduction in its enjoyment.

Tuesday, July 25, 2023

While protection is never a bad thing, you want to make sure the value of the coverage outweighs the added cost.

Tuesday, July 18, 2023

You don't have to be a etiquette expert to successfully navigate your travels. Follow these 6 simple scenarios for proper tipping the next time you jet off.

Thursday, July 13, 2023

What better way to explore the great outdoors than to head for a campsite? Here are 12 items you should buy before you set off on a trip this summer.

Tuesday, July 11, 2023

Looking to travel more without breaking the bank? Try these 6 easy saving strategies from full-time traveling families that you can (and should) start using now!

Thursday, July 6, 2023

Have you dreamed of sailing the high seas during retirement? Follow these 5 tips to make your voyage at sea a reality.

Tuesday, July 4, 2023

Consider yourself a golf guru? Take a look at our top six insider secrets to help you ace your next game on the world's best courses.