The Latest From Our Blog

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.

This blog will explain some of the advantages of doing your taxes two years at a time.

Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.

This blog will piggyback off the theme of National Volunteer Month and provide readers with some ideas for how to celebrate by volunteering.

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.

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

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

Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

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

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

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.