Worried about Social Security’s future? Despite the headlines, it’s not going anywhere. While changes may come, benefits remain secure for millions of retirees. Discover why Social Security is built to last—and what potential reforms could mean for you.
Read MoreThe Fed held rates steady, but uncertainty looms large. With economic growth projections slipping and inflation expectations rising, Powell dusted off the infamous word transitory—a move that’s raising eyebrows. Will history repeat itself, or is this time different?
Read MoreWith the national debt surging past $37 trillion, investors are left wondering: How does this impact markets, portfolios, and long-term financial plans? While the headlines paint a grim picture, history tells a different story. Discover why savvy investors remain focused on fundamentals—and what truly drives market performance amidst fiscal uncertainty.
Read MoreWondering if you can contribute to your HSA for 2025? Follow this simple decision tree to determine your eligibility and contribution limits based on your health coverage, tax status, and other key factors. Don't miss out on potential tax savings—start here!
Read MoreThe market just hit its first correction since 2023, and headlines are buzzing with fear. But seasoned investors know pullbacks are a normal part of the cycle. What’s driving this downturn, and what can history teach us about what happens next?
Read MoreWondering if a Backdoor Roth IRA is the right move for you? This quick guide will help you navigate the rules and determine your eligibility. Let’s unlock the possibilities for tax-free growth!
Read MoreNew tariffs are shaking up the markets, reigniting fears of a prolonged trade war. While short-term volatility can be unsettling, history shows that well-balanced portfolios stand the test of time. What do these tariffs mean for the economy, and how should investors respond?
Read MoreAs trade policies shift yet again, investors are bracing for volatility. With tariffs toggling on and off, economic uncertainty rising, and markets reacting sharply, what’s the real impact? History offers insight—but does it provide clarity?
Read MoreConsidering a Donor Advised Fund (DAF) for your charitable giving? This easy-to-follow guide helps you determine if a DAF aligns with your financial goals, tax strategy, and philanthropic vision. Follow the steps to see if this flexible giving tool fits your needs!
Read MoreWill 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!
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