Tariff uncertainty, inflation, and shifting consumer spending are shaking the markets. With key trade policy changes expected on April 2, investors are bracing for impact - How will new tariffs impact inflation and the broader economy?
Read More
In a world where cyber threats are on the rise, protecting your personal data is more important than ever. A credit freeze is a simple, free, and highly effective way to block identity thieves from opening fraudulent accounts in your name. With just a little effort, you can safeguard your financial future. Is it time to lock down your credit?
Read More
The economy is booming, but manufacturing is barely treading water. What’s really going on?
Read More
Is a Roth conversion the right move for you in 2025? Use this simple decision tree to navigate key factors like tax rates, income needs, and beneficiary impact. Find out if converting your retirement savings could work to your advantage!
Read More
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 More
The 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 More
With 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 More
Wondering 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 More
The 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 More
Wondering 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 More
New 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 More
As 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 More
Considering 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 More
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 More
Economic 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 More
Thinking 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 More
As 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 More
Q4 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 More
Leadership 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 More
Navigating 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 More