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.

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.

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.

When it comes to investing, there are a number of things that can hurt our portfolio, pandemics, wars, recessions, bubbles bursting, and natural disasters, just to name a few. And as scary as those things are, the factor that can most adversely impact our portfolios is us. That’s why taking the emotion out of investing is so critical to being a successful investor.

There are hundreds of personal finance books, podcasts, and documentaries available, so many that no one could read, listen, or watch them all.

The best 401(k) strategy is the one that fits best with your overall retirement strategy. Choosing the wrong option can throw your carefully created plan out of balance. If you have questions, we are here to help.

Your money and your health are two of the most important things in your life and they influence every aspect of your life. Women have the health part down. We think about health more than men and do more about it. We are more likely than men to have health insurance and a regular source of health care.

Things have been scary in recent months. While it might be starting to settle down, there is still a lot of uncertainty. And one thing the market, to say nothing of investors, hates is uncertainty.

We humans are not the most rational creatures when it comes to many areas of our lives and our finances are one of them. We make decisions based on emotions and that can be a dangerous thing, particularly when it comes to money and investing.