There are many ways to give back during retirement, but one way is to donate your required minimum distributions (RMDs) directly to a charity.

What impact will the past year have on the annual performance of our investment portfolios? Markets often deliver their best returns when we're most discouraged.

2022 has proven to be among the most eventful, challenging years for many small business owners. With uncertainty surrounding a recession and high inflation rates, you have certainly dealt with enough. Here are five things you can do at the end of this year to prepare for tax season.

Well, it’s official. The third quarter has ended in bear market territory across multiple markets. To place that news into meaningful context, consider these two questions:

What do the Inflation Reduction Act and Student Loan Forgiveness Plan mean for you? While the $430 billion package includes many provisions, there are three key areas where you may benefit the most.

Fortunately, with some planning and discipline, you can set yourself up for a comfortable retirement. Instead of spending your time worrying about running out of money, use these three tips to help ensure your money lasts your lifetime

When it comes to deciding when to claim Social Security, there’s no easy answer. It can significantly affect your monthly income, so you want to weigh all your options before deciding. Learn what to consider in our latest blog post.

Working with a financial professional means optimizing opportunities and taking advantage of planning strategies you might not have been aware of. A financial advisor should be a trusted partner you reach out to for advice and guidance when you’re faced with hard decisions.

Are we headed for a recession? Lately, it seems we hear about it daily. There is concern that we are approaching a recession or even in the early stages. Can it be avoided? What does it mean to be in a recession, and how does it relate to the current markets?

Widows have unique financial considerations that often get lost amid the grief and adjustment to a new way of life. But you do not have to go through it alone. If you are a widow and don’t know where to start, here are some steps you can take to build a positive financial future: