The bear has returned to Wall Street
The bear is not a welcome visitor to the U.S. stock market, but nonetheless he has returned for what we hope is a short stay.
Interest rate risk explained
Besides understanding how rising interest rates affect the value of your bonds which increases the likelihood of sticking with your investment strategy, consider owning shorter term bonds which are less sensitive to interest rates.
The Coming Storm: Considerations for your portfolio
Here are three considerations for your portfolio when a market decline looks inevitable.
How couples have successful conversations about money
Conversations about money can be difficult for some couples. Try easing the tension using a few easy strategies
A Social Security primer: Knowing your options
Understanding how Social Security works can be complicated. Learn more about things to consider and about your options.
Start 2022 with a move toward financial independence
Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.
Disability insurance: how to protect your income
Disability insurance is designed to pay out a portion of your income if you were unable to work due to illness or injury. See how this coverage works and what you need to know about it
Charitable giving is increasing and evolving
Charitable giving is increasing. A study by Giving USA, American shows charitable giving hit $471 billion in 2020, a 3.8% increase from 2019.
Your holiday wellness plan should include ways to lower stress and taxes
The holiday season is stressful enough without adding tax stress to it. Here are a few ideas to reduce your tax stress as the year-end approaches.
Decreasing your tax bill: Year-end tax planning tips for 2021
This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.