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:

Whether you’re traveling for work or vacation, it’s important to protect your money. Here are four tips you can use to make the most of your trip and keep your money safe.

An important part of caring for parents as they age is identifying and protecting them from elder financial abuse. Baby Boomers and the Silent Generation are getting older, and with their accumulated assets, they have a higher chance of being defrauded.

An exciting piece of the Build Back Better bill for those who enjoy the outdoors or are looking for alternate transportation is the refundable 30% tax credit for certain types of ebikes costing up to $4,000. Ebikes are a good alternative to electric cars and electric buses as a carbon-neutral transportation option.

Here’s the story of how I went from a 14-year-old amateur investor to a CERTIFIED FINANCIAL PLANNER™ professional and founder of a financial firm.

Unless you prepare your adult children to handle an inheritance wisely, your efforts and planning to leave a legacy can end up being squandered no matter how much you plan to give them.

While we’ve seen progress toward gender equality in recent years, women continue to face unique challenges that men typically don’t have to work to overcome. This is particularly true when it comes to planning for retirement.

While it may feel like you have plenty of time to create an estate plan, delaying the process can actually result in hidden costs that can affect the value of your estate, the longevity of your business, and the peace of mind of your loved ones.