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Monday, February 23, 2026

Tyler Hirth, CFP and Jack Garrison covered critical updates across economic trends, investment strategy, and tax planning on January 27th, 2026. Here are the key takeaways.

Monday, February 17, 2025

Retirement is a chapter of life that, for some, may signal leisure, freedom, and working by choice, not necessity. However, this phase usually requires retirement income from retirement savings withdrawals. Different retirement account...

Monday, February 3, 2025

Each year when tax season rolls around, it comes with the burden of figuring out how to file your taxes correctly. The good news is that there are several ways to prepare and file your taxes, depending on your needs and the complexity...

Monday, January 27, 2025

A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts. An RMD is a mandatory minimum amount that retirement account...

Monday, January 6, 2025

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...

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Wednesday, November 27, 2024

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax...

Wednesday, November 27, 2024

Ho, ho, ho! The holidays are a time of giving and making time for friends and loved ones. It is also a time of spending money, often more than we anticipated. There are gifts, decorations, ingredients for recipes, and travel expenses...

Saturday, November 2, 2024

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this...

Saturday, November 2, 2024

Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property, that is given to a non-profit organization to help them in pursuit of their...

Wednesday, October 2, 2024

Election years are a time of uncertainty and excitement for many people. There may be concerns with social and public policy, and the implications of legislature on the market and personal finances. Historically, elections haven’t had...

Wednesday, October 2, 2024

Periodically, companies will report massive data breaches, some impacting billions of records that contain personal information such as names, addresses, and Social Security numbers. Depending on the situation, it is possible that your...

Wednesday, October 2, 2024

The more assets you have at stake, the bigger the target on your back for cybercrime. This means that managing your financial wealth needs to go beyond traditional security measures. You also need a comprehensive cybersecurity strategy...

Sunday, September 1, 2024

Divorce is never easy, but it is important that estate planning continues to take precedence before and after a divorce. Depending on your situation and professional legal guidance, some estate planning items can be updated now, while...

Sunday, September 1, 2024

Planning for long-term care (LTC) is essential to your retirement planning. If you anticipate having Medicare, you must understand that it only covers a limited number of LTC services. Therefore, you must uncover other strategies to...

Sunday, September 1, 2024

As you approach retirement, fully stepping away from work might seem less appealing than it did a decade or two ago. Instead, many people embrace semi-retirement to balance the need for continued income with the desire for more leisure...

Sunday, September 1, 2024

There is no guarantee you are going to skate through life blemish-free. Your seemingly invincible parents may be finally showing signs of their age, and you could start to wonder about what you would do in that situation. The one...

Friday, August 2, 2024

Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy...

Friday, August 2, 2024

Choice between value and growth as interest rates decline is not clear-cut In the world of investing, the eternal debate between growth and value continues to captivate the minds of investors. As we navigate through 2024, the question...

Friday, August 2, 2024

You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money in a...

Thursday, August 1, 2024

If you're someone who loves nothing more than spending a relaxing day at the beach, you likely hope your retirement plans will let you spend much more time there. By applying ‘beach day’ lessons toward your investment strategies,...

Sunday, July 21, 2024

Ten Benefits of Charitable Giving for High-Net-Worth Individuals Charitable giving is an integral part of many high-net-worth (HNW) individuals' financial strategy, not only as a means of helping others but also for the numerous...

Monday, July 15, 2024

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and then stick with it. If you start a fitness program and drop out, you never give yourself a chance to become physically fit. In the...

Tuesday, July 2, 2024

Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial goals and...

Monday, June 24, 2024

As a small business owner, having the right insurance coverage can be the difference between success and bankruptcy. While your specific insurance needs may vary widely depending on the nature of your business, there are several types...

Monday, June 17, 2024

If you're like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your...

Monday, June 10, 2024

Annuities are a well-kept secret in the small business financing world. Businesses can use these products in various ways, both to meet their own financial goals and to provide retirement benefits to owners and employees. Below, we...

Friday, May 31, 2024

The time has finally arrived: your child is preparing for college and getting ready to take that next big life step. It is an exciting time, but for many parents, the financial responsibility and impact on their wallets can be...

Saturday, May 25, 2024

Even if you are already retired, it doesn't mean you should stop trying to grow your savings. Inflation, unexpected medical bills, and changes to your lifestyle or family may result in the need for additional income than you initially...

Saturday, May 18, 2024

Life insurance is a great addition to your portfolio that can help protect your loved ones and beneficiaries if you unexpectedly pass away. While no amount of money can ease the grief of losing someone, life insurance may help reduce...

Saturday, May 11, 2024

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business owners are being tested and challenged by high costs and high interest...

Monday, May 6, 2024

When it feels like the galaxy’s forces are all working against you when it comes to your finances, fighting back may seem incredibly daunting. However, becoming a financial Jedi Master is not as hard as you think. Here are four money...

Tuesday, April 2, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for...

Tuesday, April 2, 2024

A topic of recent interest among investors is the Federal Reserve's decision to maintain current interest rates, rather than pursuing a lowering strategy. While this may initially seem like a cause for concern, a closer examination...

Tuesday, April 2, 2024

For many younger adults, the dream of homeownership is often overshadowed by the looming challenges of student loan debt. The burden of educational expenses can create a significant hurdle on the journey to owning a home. However, the good

Friday, March 15, 2024

Here, we provide tips to help the rollover process go quickly and smoothly for you.

Friday, March 15, 2024

The new year is a good time to do a comprehensive review of your insurance. It is essential to examine it at least annually and, if necessary, modify your insurance plans for several reasons.

Friday, March 15, 2024

An emergency fund is one of the most essential financial tools you can have in your financial toolbox. Approximately 30% of Americans have some emergency savings, though most do not have enough to cover three months of expenses, the recomme

Friday, March 15, 2024

Both trading and investing involve purchasing financial assets for the purpose of growing the value of those investments and either earning a profit through a sale, the accumulation of interest, or dividends paid out (and reinvested in the

Wednesday, February 28, 2024

As people settle into the New Year, some may notice a slightly larger paycheck deposited into their account.

Wednesday, February 28, 2024

In the realm of investment strategies, few have garnered as much attention and loyalty as the 'Dogs of the Dow.' A simple yet intriguing concept, it has existed for decades, enticing investors with its promise of consistent returns.

Wednesday, February 28, 2024

As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate and gift tax exemptions, among other things, are set to undergo upward revision

Wednesday, February 28, 2024

The lack of financial education is often the main reason behind debt problems. Here are some awesome books that help grow your financial knowledge and give you some necessary tips and tricks to manage your debt.

Tuesday, January 16, 2024

Implementing healthy financial behaviors is crucial to maintaining assets and growing wealth. Here, we outline strategies and behaviors that are important for building and maintaining wealth and for promoting financial well-being.

Tuesday, January 9, 2024

When the market moves, whether up, down, or in circles, there are terms to describe these dubious economic fluctuations. Here, we will discuss two of them, deflation and disinflation, and why investors should plan for both.

Tuesday, January 2, 2024

Investing is an essential tool for building wealth and independence. For some, investing may seem confusing or frustrating due to the perceived risk and complex products.

Tuesday, December 19, 2023

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of the year, proactive preparation becomes essential.

Monday, December 11, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year.

Monday, December 4, 2023

Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an AL or NL victory? Of course not. But let’s explore anyway.

Tuesday, November 28, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning.

Monday, November 20, 2023

In the world of investing, the "holiday effect," as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday.

Monday, November 13, 2023

Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners.

Thursday, November 9, 2023

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Monday, February 11, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...