Thoughtful Insights
Your trusted resource for mastering wealth management, financial planning, and smart investing. Explore thoughtfully curated articles, and clear, in-depth guides that help you to make informed decisions at every stage of your financial journey.
Will the 2024 Election Shake Up Your Investments? Here’s What You Need to Know
Discover how the 2024 election may impact the stock market and your investments, and learn strategies to stay calm and financially prepared during uncertain times.
8 Things to Know About Divorce & Taxes
Learn 8 crucial tax tips post-divorce. From filing status changes to claiming dependents, navigate tax complexities confidently. Consult our experts today!
Understanding Individual Retirement Accounts (IRAs): A Comprehensive Guide
Explore the benefits and types of IRAs in this comprehensive guide to help you make informed retirement savings decisions.
Managing Sudden Wealth: 7 Step-by-Step Guide
Learn to manage sudden wealth wisely with this 7-step guide, covering everything from financial planning to investment.
Your Year in Finances: 12 Tasks to Keep Your Personal Finances Organized
An organized financial life is worth the effort. It can help provide clarity and give peace of mind. But where to start?
Making an Estate Plan? Don’t Forget Your Digital Assets
The digital revolution has enriched our lives in many ways. We can stay in more frequent contact with family across the country, meet new friends around the world, enjoy the convenience of online banking, and buy practically anything we need without leaving the home.
Social Security for Divorcees
Many people are aware that married couples can receive Social Security based on their spouse’s work record. But what a lot of people don’t know is that divorced individuals can do so too. This option could help increase your Social Security benefits in retirement, although you should be aware of the caveats as well.
Is a Cash Balance Plan Right for You? The Pros and Cons
Cash balance plans are an increasingly popular retirement planning tool. Given their generous contribution limits, you could quickly build a sizable nest egg while reducing your income taxes. But are these plans right for you? To help you decide, we take a look at what they are, who they work best for, and their potential pros and cons.
Retirement Check-Up: What Your Finances Should Look Like in Your 50’s
Many 50-somethings are at some sort of crossroads in life. Several major events like getting married, having kids or buying a house have already happened to them. Their children are growing up, becoming financially independent and could be headed off to college in the fall or are even beginning to start a family of their own. When expenses start to taper off, it is the ideal time for 50-somethings to take a closer look at their retirement savings and start ramping up contributions, especially if they aren’t on track to reach their goals.
Three Steps for Helping Family Members Who Struggle With Finances
It’s never easy to watch family members struggle with their finances. Even though it can be tempting to loan them money, it is only a temporary fix that won’t last if they’ve instilled bad money habits in their financial routine. When it comes to addressing your concerns with a family member who’s struggling with money management, it can be scary. On one hand, you want your loved one to get his or her financial situation under control, but you don't want to destroy your relationship in the process. Read on to learn more about how to better help family members who are bad at money.