Will your savings last through retirement? With evolving markets, rising longevity, and shifting spending needs, the classic 4% withdrawal rule may not be enough. Discover a more personalized approach to securing your financial future—one that balances risk, lifestyle, and investment strategy. What’s your "magic number" for a confident retirement?
Read MoreEconomic cycles ebb and flow, but is the latest dip in consumer spending a warning sign or just a temporary blip? With economic growth moderating and market volatility on the rise, uncertainty is creeping in. Tariffs, inflation, and shifting consumer sentiment could shape what’s next. Let’s break down the data.
Read MoreThinking about making a charitable donation from your IRA? A Qualified Charitable Distribution (QCD) could be a tax-smart way to give. Use this simple flowchart to see if you qualify and navigate the process with ease!
Read MoreAs technology stocks falter, the broader market is stepping up. With high valuations, shifting leadership, and increased sector rotation, investors must rethink their approach. Is your portfolio too concentrated in tech-heavy names? Discover why diversification is essential in today’s evolving market—and how to position for long-term success.
Read MoreQ4 earnings season is delivering surprises, with corporate profits soaring 15.7%—the strongest in three years. Tech giants and consumer spending are fueling the surge, pushing the S&P 500 to record highs. But will the rally withstand interest rate concerns and tariff uncertainties?
Read MoreLeadership transitions, growing philanthropic goals, and operational inefficiencies often signal the need for change. The right foundation management software streamlines operations, ensures compliance, and maximizes impact. From advanced technology to expert advising, finding the right partner can transform the way you give. Is your foundation operating at its full potential? Let’s explore better solutions!
Read MoreNavigating tax season as a retiree can be complex, but with the right strategies, you can ensure you're making the most of your financial situation. Have you considered how your deductions, investment income, or retirement plan distributions might impact your taxes? Our checklist helps you identify key issues to review, from standard deductions and capital gains to Required Minimum Distributions (RMDs) and charitable giving.
Read MoreJanuary’s CPI jump raised concerns, but a deeper dive reveals a seasonal trend at play. See why this may not signal lasting inflation.
Read MoreNavigating Required Minimum Distributions (RMDs) can be complex, but careful planning can help optimize your withdrawals and minimize tax implications. This checklist will guide you through key considerations, from tax withholding and market conditions to charitable giving strategies. Take a moment to review and ensure you're making the most of your RMD decisions this year!
Read MoreLast week’s tariff announcement sent ripples through the markets—but what does it really mean for investors? In this week's Insights, we cut through the political noise and take a focused look at the potential economic impact. Will these tariffs fuel inflation, slow growth, or serve as a mere bargaining chip?
Read MoreNot sure whether to contribute to a Roth IRA or a Traditional IRA in 2025? This step-by-step guide helps you navigate your eligibility, tax benefits, and long-term strategy to make the best decision for your retirement savings!
Read MoreIs the AI revolution entering its next phase? The "DeepSeek moment" could be as transformative as the rise of semiconductors—slashing AI costs and reshaping the market. With AI-related stocks reacting sharply, what does this mean for investors? Dive in to uncover the risks, opportunities, and long-term strategies that could define the future of investing.
Read MoreThe U.S. economy grew at a 2.3% annualized pace in Q4—down from 3.1% in Q3—but don’t let that headline fool you. The Fed isn’t rushing to cut rates, and consumer spending remains strong. What’s driving the economy now?
Read MoreStay organized and stress-free with our comprehensive checklist of documents you'll need to file your 2024 tax return. Whether it’s income details, deductions, credits, or other key items, this guide ensures you don’t miss a beat.
Read More2024 marked the toughest year for housing in nearly three decades, with home sales plunging to their lowest levels since 1995. Surprisingly, prices remained resilient, bolstered by a shortage of homes for sale. As homeowners cling to low mortgage rates, the question looms: Will the spring market bring relief, or will high prices and scarce inventory define the new normal?
Read MoreMarket corrections are inevitable—whether it’s next year or five years from now. The question isn’t if it’ll happen, but how prepared you are to face it. A “lifeboat drill” for your portfolio can provide the clarity and confidence you need to weather downturns without emotional decision-making. Learn how this proactive exercise can align your investments with your goals and build resilience for the future.
Read MoreChoosing the right charitable giving vehicle can maximize your impact while aligning with your financial goals. This comprehensive chart highlights the key differences between popular options, including donor-advised funds (DAFs), charitable trusts, pooled income funds (PIFs), and charitable gift annuities (CGAs). Whether you're looking for flexibility, tax advantages, or a fixed income stream, discover the best fit for your philanthropic journey.
Read MoreMarkets took a sharp turn from suspense to relief this week as inflation data soothed investors' nerves. What sparked the rally, and how should you navigate the twists and turns of market sentiment?
Read MoreCan you contribute to a Roth IRA in 2025? Discover the key income limits, eligibility rules, and potential strategies to maximize your retirement savings. Take our quick questionnaire to find out if you qualify and start planning for your financial future!
Read MoreCould the Social Security Fairness Act of 2023 Boost Your Benefits? This bipartisan bill aims to eliminate the WEP and GPO, potentially increasing Social Security benefits for public sector workers. Stay informed and take action to maximize your retirement income—learn what steps to take now!
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