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Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the financial...

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

What to Know When Your Child Turns 18

Julie Cook

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

2023 Recap and 2024 Outlook: Key Events and What May Be in Store

Julie Cook

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the...

Whether you're still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or 50s.

If you're like many, you may associate long-term care with nursing homes and end-of-life care. But far more people will need long-term care in a crisis.

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth.

Medicare policies are the health insurance benefits you have worked toward throughout your life, and having the proper policy is critical as you are likely to face more health problems as you age.

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank.

Financial markets lived up to their reputation during the month of August, which has a record for being difficult. On the first day of August, markets had to contend with a downgrade of U.S. long-term debt by the rating agency, Fitch.

Conscious spending is an instant way to free up money for what you love. Use this strategy to afford the things you love—without risking overdraft fees, accruing debt, or putting necessary payments at risk.

For many, autumn is the best time of year. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead.

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund, insurance, or a "go bag" with all your most important records, preparing is valuable.

An Essential Guide to Estate Planning Preparedness

Tyler Ramsey

Thursday, August 24, 2023

If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

What You Need to Know about Life Insurance

Tyler Ramsey

Thursday, August 24, 2023

For most people, life insurance is a smart decision to protect dependents who rely on you financially, and the earlier you buy it, the lower the rate will be.

10 Easy Financial Planning Steps for Beginners

Julie Cook

Thursday, August 24, 2023

If you've never engaged in financial planning and are unsure how to get started, this article is for you. A financial plan starts by evaluating your current financial situation and future expectations and can be created independently...

A Financial Checklist for Life-Changing Events

Tyler Ramsey

Wednesday, August 23, 2023

As the world becomes more complex and events unfold throughout your life, a sound financial strategy is critical in pursuing the financial confidence, monetary goals, and quality of life you desire. Are you financially prepared?

A Timeline for Homebuying

Tyler Ramsey

Tuesday, August 22, 2023

Buying a home can be a timely process, so it’s important to hit the ground running. These tips are sure to keep you on track throughout the months leading up to the big purchase.

A Beginner’s Guide to Investing

Tyler Ramsey

Tuesday, August 22, 2023

Building your confidence as an investor may take some time, but the lessons you learn on your investing journey can help you to prepare a strategy that is appropriate for you, your family, and your goals.

Let’s Talk Investing

Tyler Ramsey

Tuesday, August 22, 2023

Regardless of what generation you fall under, it can be helpful to take other people’s experiences into account. Initiate these talks in your own circle and reach out to a financial advisor to learn more about your options for investing for

The Best Investment: Teaching Your Children to Save and Invest

Tyler Ramsey

Tuesday, August 22, 2023

Making investing possible for your children, nieces, nephews and other loved ones may be the key to improving their financial future and getting them off to a good start in adulthood.

The Ultimate Downsizing Checklist Before Retiring

Julie Cook

Sunday, August 20, 2023

By focusing on goals and priorities, you can create a new, simplified lifestyleReflect on Your Goals and PrioritiesBefore you begin the downsizing process, take some time to reflect on your goals and priorities.What do you want to...

The Different Stages of Financial Freedom

Julie Cook

Thursday, August 17, 2023

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...

Five Keys to Investing for Retirement

Julie Cook

Friday, August 11, 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 whether you...

Setting and Targeting Investment Goals

Julie Cook

Friday, August 4, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.It sounds a little crazy, doesn't it? But that's what...

Financial Impacts to Retirement Savings

Julie Cook

Tuesday, July 25, 2023

Many people care for a loved one out of necessity as their family members can no longer care for themselves. More than one in ten people in the United States also care for an adult, spending about three hours each day on caregiving...

Financial Planning Challenges and Strategies

Julie Cook

Tuesday, July 18, 2023

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

Caring for Parents and Children Simultaneously

Julie Cook

Tuesday, July 11, 2023

As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally. This...

The Great Wealth Transfer

Julie Cook

Saturday, July 1, 2023

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

5 Life Events That Impact Your Life Insurance Needs

Julie Cook

Thursday, June 8, 2023

A life insurance policy is part of financial planning. Life insurance is there to help ease the financial trauma that comes with the loss of a spouse, parent, or partner. As you encounter different events in your life, you may need to...

Are You Retirement Ready? 5 Ways to Help Your Parents Prepare for Retirement

Julie Cook

Thursday, June 8, 2023

The sandwich generation is a term commonly used to describe those between the ages of 40 and 59 who are responsible for raising their family and are also often helping their aging parents manage their ongoing needs. Those members of...

Annuities: Pros, Cons and a Huge Heap of Details

Julie Cook

Tuesday, June 6, 2023

Life insurance buys financial protection against your premature death. Here’s the how-to on another insurance that can protect you from living too long: the annuity.Annuities often secure steady cash flow to you during your...

Understanding Your Homeowners Policy

Julie Cook

Monday, June 5, 2023

Reading a homeowners insurance policy for the first time can be intimidating. With all the jargon, exclusions, and conditions you'll encounter, you may start thinking that Mom was right--you should have gone to law school after all....

Evaluating Your Homeowners Insurance

Tyler Ramsey

Monday, May 29, 2023

As a homeowner, you may be familiar with the protection your homeowners insurance policy offers for the structure of your home and its contents. However, you may be surprised to discover the extent to which a standard policy may...

Many workers in different positions devote their lives to furthering the education of young people. The ability to enjoy a secure retirement is an objective that many teachers and their colleagues pursue years before they leave their jobs.

Miyamoto Musashi is one of history’s greatest swordsman having never lost a duel. He was a philosopher, writer and strategist who wrote the Dokkodo, 21 principles for living a disciplined life of self-reliance.

As a business owner, you may assume you do not need professional financial advice until you hit certain milestones such as $1 million in sales, having ten employees, or some other tangible measure.

Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement.

After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth.

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love.

The sound foundation of our financial system corroborates our constructive optimism of the upward and long-run trend of markets, despite headlines designed to jar nerves and test our steadfast resolution.

It’s up to you to decide what matters most to you and your family. But if you’re looking to make budget-friendly decisions, it’s important to look past the bright and shiny to the solid and secure.

Before you rush to get that return out the door, are you confident you have everything in order to make your tax filing go as smoothly as possible? Here are five last minute details to double check before Tax Day.

A Teacher’s Guide to Financial Literacy

Julie Cook

Saturday, April 1, 2023

It is important to understand basic financial concepts in today's economic climate—from compound interest to the difference between a tax credit and a tax deduction. Unfortunately, 65% of Americans are financially illiterate.

Optimizing Your Social Security Retirement Benefits

Julie Cook

Saturday, April 1, 2023

Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you've contributed to the system. Every pay period, you pay 6.2 percent of your salary in taxes that finance your future benefits.

4 Tips for Teaching Children the ABCs of Money Management

Julie Cook

Saturday, April 1, 2023

Teaching your children about finances may seem like a weighty topic. By opening the lines of communication early and demonstrating good financial decisions of your own, you may set your children up for success.

Tips to Help Financial Stress

Julie Cook

Saturday, April 1, 2023

With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress.

Choosing a Credit Card

Julie Cook

Friday, March 24, 2023

Like dandelions in a spring lawn, credit card offers pop up everywhere--stuffing your mailbox, flashing on the Internet, even falling from the magazines in your doctor's waiting room. And they all sound so attractive.

Women's History Month: 4 Female Financial Pioneers

Julie Cook

Friday, March 17, 2023

For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the world of finance, the process has been slow.

We want to provide some important information regarding the resilience of LPL Financial’s business model. Read more here.

What Older Workers Should Know About Working in Their 60s

Julie Cook

Friday, March 10, 2023

Some older workers return to the workforce or continue to work well past retirement age. Workers over 50 may change jobs while working in the same occupation or field later in life to continue their careers for longer.

5 New Online Scams to Look Out For

Julie Cook

Tuesday, March 7, 2023

Fighting back against internet scams can often feel like playing Whac-a-Mole—no sooner is one scam vanquished than another pops up to take its place.

Financial markets have experienced quite a bit of change this year in just two short months. We remain confident that a new bull market will come—it just may require a bit more of our patience before we get there.

When we look back on 2022, it’s easy to identify the challenges—but if we look closer, we can also uncover some opportunities. Overall, we see reason for renewed optimism when it comes to the markets in 2023.

Your time is important. For some people, time is as important as money. While most people are concerned about spending their money wisely, few consider spending their time wisely.

Most people aren’t born entrepreneurs; they develop into them. One prerequisite appears to be an individual decision that now is the time to take charge of one’s life.

There are important steps you can take to help your aging parents find living and health care assistance, as well as to secure financing for the cost of the care.

If you haven’t taken a look at your overall finances lately, now may be a good time to “tidy” things up a bit. Here are some tips to help you straighten up your financial house.

The SECURE Act 2.0 was signed into law on December 29, 2022, which will work to close the retirement savings gap with over 90 new retirement provisions. The bill includes a few specific changes that are significant for small businesses...

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...

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...

After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you will likely see a reduction in the amount...

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are...

Identity theft runs rampant during tax seasonHere’s what to know and how you can help protect yourself.Identity thieves often swipe your bank or credit card account numbers, birth date information or Social Security Number (SSN)...

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year. Consider opportunities to defer income to 2023, particularly if you think you may be in a lower tax...

What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time or personal services do not count. There...

Finding the perfect gift for those on your list can be difficult, but you can make your holiday shopping easier by gifting subscription boxes. These packages of hand-selected goodies can be arranged and mailed for you, and if you...

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...

With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7 billion to nonprofits and community...

Black Friday and Cyber Monday are two of the greatest days to score deals for holiday shopping. Unfortunately, with amazing deals plentiful, some scammers use these days to take advantage of shoppers looking for the greatest bargains...

American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to...

Yes, there are good things about being old, such as increased happiness, less stress, better marriages and deeper friendships. You seldom hear that: People tend to focus on the...

Don’t settle for an ordinary cake roll this holiday season. This pecan roll is made with a delicious spice cake and is full of sweet caramel cream, for a festive dessert you can bring to any celebration! Ingredients: For the...

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Timing is everything Consider any...

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...

Each year, the U.S. Department of Education distributes more than $150 billion in grants, loans, and work-study awards to millions of college students. With these financial aid programs, tuition, room and board, books, and other...

Being an educator requires expertise and that you stay current on developments in your field. However, that level of ongoing attention can make it difficult to find the time to stay on top of issues that affect your finances, or to put...

Those turning 65 this year have a 7 in 10 chance of needing long-term care (LTC) at some point.1 With the cost of a private room in a nursing home now topping $100,000 per year, the thought of paying this — or for a loved...

The terms Medicare and Medicaid are similar sounding names; however, these programs serve very different needs. Medicare is a health insurance benefit program for those aged 65 and older and others with certain disabilities. Medicare...

As cloud storage becomes more common, data security is an increasing concern. Companies and schools have been increasing their use of services like Google Drive for some time, and lots of individual users also store files on Dropbox,...

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this...

For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your...

With the average price for private college tuition and fees hitting $43,750 for the 2021-2022 school year and public college attendees paying more than $28,000 per year, many parents are nervously anticipating what will happen after...

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your...

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in...

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 whether you...

As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having the services of a financial...