Between industry news and personal experience.

Throughout U.S. history, several presidencies have been marked by significant volatility, often stemming from economic crises, political unrest, or contentious elections.

April is Financial Literacy Month, a time to raise awareness about the importance of understanding money and how it works. Whether you're just starting to manage your finances or looking to sharpen your knowledge, this month provides a perfect opportunity to take charge of your financial future.

Fraud and identity theft crimes are on the rise and are becoming ever more sophisticated. While anyone can fall victim, seniors are often targeted in particular and need to have plans and preventative steps in place ahead of time.

When it comes to investing, it is always hard to avoid behavioral pitfalls. Educating ourselves and keeping our emotions at bay can lead to the most consistent outcomes. Please read along for our take on the most common investing mistakes.

When the Federal Reserve cuts interest rates, it has several direct and indirect effects on your personal finances. These effects can influence how you manage debt, savings, investments, and overall spending. Here's a detailed look at how a Fed rate cut impacts your financial life.

When it comes to investing, understanding the distinction between realized and unrealized capital gains is crucial for effective financial planning and tax management. Both types of gains reflect the increase in the value of your investments, but they are treated differently under current tax laws. Here’s a breakdown of what they mean and how they impact your taxes.

Planning for your child's education often involves careful financial strategizing, including opening a 529 plan. These tax-advantaged accounts are designed to help families save for college expenses. But what happens if you've diligently saved and find yourself with a surplus in the account?

Building a personal budget is a crucial step towards achieving financial stability and reaching your financial goals. The process might seem daunting at first but breaking it down into manageable steps can make it much more approachable. Here’s a comprehensive guide on how to begin building your personal budget.

When it comes to managing financial accounts and investments, naming beneficiaries is an important and often overlooked step that can have significant implications for estate planning and asset distribution.

Retirement planning can be a daunting task, especially when it comes to determining how much you can safely withdraw from your nest egg each year without risking running out of funds. With increasing life expectancy and the uncertainty of future market returns, finding the optimal withdrawal rate becomes crucial for maintaining financial security throughout your retirement years.

Retirement planning is often viewed through the lens of financial acumen and strategic investment decisions. However, what if I told you that retirement planning shares more in common with basketball than meets the eye?

In the digital age, where technology seamlessly intertwines with our daily lives, the prevalence of scams has reached unprecedented levels. From cunning cyber schemes to traditional tactics, it's essential to be vigilant and informed.

Embarking on the journey of budgeting is a transformative step toward financial empowerment. Whether you're looking to gain control over personal expenses or enhance the financial health of your business, understanding the basics of budgeting is the key.

As we journey through life, retirement is often a highly anticipated milestone. It's a time to relax, explore new hobbies, and enjoy the fruits of your labor. But it's also a time when you may face Required Minimum Distributions (RMDs) from your retirement accounts. While these distributions are mandatory, they can also be an opportunity for generous and impactful charitable giving.

While it might not be the most comfortable topic to discuss, preplanning funeral expenses is a responsible and considerate step to take. By addressing this matter proactively, you can relieve your loved ones of financial and emotional stress during an already challenging time.

In an era of fluctuating interest rates and economic uncertainties, it's essential to make wise financial decisions when it comes to saving and investing your money. Among the various options available, money market accounts, certificates of deposit (CDs), and traditional checking or savings accounts are the most popular choices.

Financial literacy refers to the knowledge, skills, and understanding of financial concepts, tools, and systems that enable individuals to make informed and effective decisions regarding their personal finances. It involves the ability to understand and apply various financial principles, such as budgeting, saving, investing, borrowing, and managing debt.

Bank fees, late fees, credit card fees, investment fees. There are a lot of fees in life. Some of them are pretty straightforward, and others are harder to decipher. Fees aren't necessarily a bad thing; they're a form of compensation in some cases. But the lack of understanding around fees can cost you unnecessarily. So let's talk about financial advisor fees.

You may be aware of the gender wage gap or the pink tax, but perhaps the gender investing gap is less familiar. The gender investing gap profoundly impacts women's financial health, but there are ways women can bridge this gap.

Within your financial plan is your retirement plan, and inside that, your long-term care plan. There are various ways to approach long-term care planning, we'll go over your options.