Tax-focused gifting strategies, such as donor-advised funds and qualifying charitable contributions, can help you maximize your charitable contributions while minimizing your tax liabilities.

Take the time to prepare before the end of 2024 (it’ll be here before we know it!) by considering these five end-of-year financial actions to cover all your bases.

In this post, I provide practical tips and best practices for defending against cyber attacks. Implementing these steps helps you lower your risk and create safety around both your personal and financial information.

As you prepare to vote in this next election, it’s okay if your opinion on the economy influences your choice. And yet, it’s important to remember that the President of the United States has less control over the economy than you might believe, and the effect on investments during a presidential election is even lower.

You’ve spent decades diligently building up your retirement savings, and now it’s time to make it work for you. As you transition into this new phase of life, it’s crucial to see that it lasts.

The Federal Reserve: A powerful presence within the finance world that is often overlooked but holds tremendous control over our economic well-being.

If you pay attention to the news, you may have heard the negative predictions about the sustainability of our Social Security fund. . . it’s crucial to look beyond the headlines and understand the underlying challenges the program faces.

The 2025 Tax Sunset is on the horizon and may affect taxpayers across the board. With many 2017 Tax Cuts and Jobs Act (TCJA) provisions set to expire, it could mean significant tax shifts for individuals and businesses alike.

Most of what we do every day comes from habits driven by thoughts and emotions. Even the most successful investors sometimes experience feelings of stress or excitement when they deal with money.

Many people envision spending a comfortable retirement on the golf course or relaxing by the beach. While these activities appeal to some, there’s an entire world of retirement hobbies out there that can keep you active, awaken your creativity, and help you explore your world. So put on your explorer hat and let’s dive in!