May 29 is 529 Plan Day, a day to highlight the importance of these tax-advantaged college savings accounts. Here’s why they exist, how they help, and how they’ve evolved.
Latest Insights Article
Cybersecurity Awareness Month: Protecting Your Financial Security
In an increasingly digital world, safeguarding your personal and financial information has never been more crucial. Here’s how you can protect yourself and your finances from cyber threats.
Fed Cuts Rates: Implications for the Economy, Stock Market, and Bond Market
The Federal Reserve cut rates, a move that has far-reaching implications for the economy, stock market, and bond market. Learn why the cut rates and more about the impact.
Soaring Homeowner’s Insurance: Forcing Tough Choices
The cost of homeowner’s insurance is going through the roof. Premiums have soared in recent years, but it’s not the same type of inflation that affects the cost of your cup of coffee or a new appliance for the kitchen. Learn why it’s happening and what you can do about it.
Seniors Carry More Debt Into Retirement
Many seniors are carrying debt in retirement, representing a serious problem for some. Let’s discuss good debt vs. bad debt and how debt in retirement can impact one’s financial independence.
7 Things You Need to Know About Inflation, Social Security, Motor Oil, and More
Periodically, we publish an article that touches on a variety of topics we think you need to know about. Here’s the latest installment of our Things You Need to Know About series.
How to Pay 0% Tax on Capital Gains Pulled from a Brokerage Account
It is possible to pay 0% capital gains tax on long-term investments. Learn how this thirty-something entrepreneur made it work.
Millennials Financial Struggles…And Successes
Millennials often get a bad rap. Yet despite their financial hurdles, new research shows they may be on track to surpass their elders when it comes to saving for retirement!
Federal Reserve Update: Rates Remain Unchanged
The Federal Reserve has spoken: interest rates remain unchanged (for now). Here’s what it means for investors.
Real Estate Roundup: Feeling the Impact of Higher Rates
Here are some factors affecting the U.S. commercial real estate market and the residential side of the market, as well as the broader economy.
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, with funds provided by the U.S. Department of Energy. Here’s what you need to know.
Is Downsizing Your Home the Right Move?
As you near retirement, you need to consider how your cash flow will change. Where you want to live is one of the most consequential decisions you may make. Should you age in place or downsize?
Mea Culpa!
Think retirement is boring? Think again. Here’s what I learned after spending one week in Florida (and how it may impact my advice going forward).