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Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back ... -
Key Personal Finance Statistics You Should Know (But Probably Don’t)
Do you know your numbers? When it comes to finances, people often spend more time researching what they will purchase with their money than they do gaining financial clarity and ... -
Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events
The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois. Rather than receiving annual payments over 30 years, the winner can choose an up-front lump ... -
4 College Planning Mistakes to Avoid
College costs continue to rise each and every year. In fact, according to statistics from the College Board, college costs have grown exponentially over the last 35 years. While tuition ... -
With Interest Rates On The Rise, It May Be Time to Review Your Investment Strategy ...
Now may be a great time to consider revisiting how you are investing your rainy-day fund. After years of holding short term interest rates at or near zero, the Federal ... -
Address Economic Uncertainty with Defensive Financial Planning
As the impacts of inflation continue to ripple across the economy, more and more financial analysts are increasing the odds of a recession. With some of the classic signs of ... -
How To Avoid Running Out of Money in Retirement
Running out of money in retirement continues to be a major concern for many Americans. In fact, a recent report from AIG Life & Retirement notes that 60 percent of ... -
How to Prepare for The Next Economic Slowdown
They say what goes up must come down and unfortunately, the economy is often no different. While first quarter GDP has already contracted, recessions can be difficult to forecast, especially ... -
Money Issues and Marriage
Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 percent of respondents stated that ... -
How to Prioritize Your Financial Life
In financial planning, we are taught to “plan” our finances around an uncertain future. While planning for the future and being a good steward of money and wealth is important, ...
