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 and making informed decisions. Here, we’ll explore why this conversation is important and how you can approach it with empathy and respect.
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 million in 2022 and 1.4 million in 2021.1 The bad news is that scammers are becoming more sophisticated, so we have to stay diligent about protecting our personal information.
This blog will include tips and information about retirement planning for freelancers, including the different plan options and some tips to help freelancers save for retirement.
This blog will cater to recent graduates and share some financial tips to help set them up for success post-graduation.
This blog will talk about how much of an economic impact the NBA Playoffs have on the host cities, including direct and indirect spending.
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.
This blog discusses the potential dangers of buy now, pay later (BNPL) services and what consumers need to know about these payment methods.
The 4 percent rule is a popular retirement strategy but it may not be a suitable solution for everyone. Three very important caveats you need to be aware of before adopting the rule.
This blog will share some of the best quotes from Warren Buffet, one of the world’s most famous investors and businesspeople.
Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.
As another year comes to a close, it’s time to look back on your 2023 financial journey. Did you achieve the goals you set out to accomplish at the beginning of the year? Did you experience unexpected financial challenges? Were there areas where you excelled and others where you fell short?
Every year, retirees flock to warmer or colder climates as they seek balmy weather and seasonal entertainment. There's even a colorful name for these intrepid travelers: snowbirds.
The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and grandchildren.
Whether your clients are new to equity compensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.
This blog helps readers understand “the Fed,” including its purpose, workings, and how its key decisions ripple through their personal financial landscape.
For some, diligent saving and wise investments may provide the financial security to retire early. A significant reason for people to opt for early retirement is that they experience health-related issues. Let’s examine why many Americans retire earlier than planned and explain some of the benefits (and considerations) of retiring early.
Don't shred the PreNup and other useful advice! Keeping good records can reduce clutter, prevent identity theft, and reduce stress.
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 no one talks about.
HSAs offer you three potential opportunities for tax savings. Your account contributions are tax free (that is, tax deductible), the earnings in your account grow tax free, and you can withdraw funds from your HSA, tax free, so long as they are used to pay for qualified health care expenses, such as deductibles, co-payments, and hospitalization costs. (HSA funds may not be used to pay health insurance premiums.)
Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.
