Your Money
Investors Should Care About a Company’s Talent Strategy
Our expert explores why investing in talent is crucial to a company's success.
Should My Spouse and I Hire the Same Estate Lawyer?
There are pros and cons to working with the same attorney as your spouse. Here are four scenarios to consider when making this decision.
4 Tips to Know this Giving Tuesday
Our expert shares tips for incorporating charitable giving into your financial plan this time of year.
Four Year-End Tax Planning Strategies
Consider these four proactive planning moves from our expert that may help you lower your 2022 tax bill.
TRICARE for the Military and Their Families
What's the difference between TRICARE and TRICARE FOR LIFE (TIF)? How does TRICARE operate for the Military and their families? Our expert explains below.
How to Manage Your Holiday Spending
The holiday season means holiday shopping. Here's a guide on how to holiday shop without breaking your wallet.
Homeownership is Still a Key Part of the American Dream
While the goal of owning a home is still traditional, the path to purchasing one has changed. Advice from our expert on achieving homeownership in America today.
2023 Individual Insurance Open Enrollment Period Begins
There are a large number of subtle changes that will affect coverages, networks, and premiums for this open enrollment period.
Do You Need a Financial Planner? Four Questions to Ask
A glimpse into what a financial planner can (and should) do for you and what questions to ask if you are looking for a planner.
How Can Small Businesses Set Up The Best Retirement Plan?
Our expert shares two key factors to consider when crafting the retirement plan for your small business.
Should Rising Rates Lead to Declining Expectations?
Eighty years of perspective on the classic 60/40 portfolio.
Tax Resources for U.S. Service Members and Veterans
As the nation prepares to celebrate Veteran’s Day, the IRS reminds members of the military, veterans and their families of a variety of tax resources specifically for them.
Consumer Prices Rose 7.7% in October from Year Earlier
The consumer-price index increased 7.7% in October. What experts are saying about the smallest 12-month increase since January 2022.
How You Can Financially Prepare for a Natural Disaster
Hear from our expert about 3 tips to plan in advance and minimize financial damage after a natural disaster.
Inflation Got You Down? Consider these Benefits
Want to optimize your dollars due to inflation? Here are some nontraditional benefits to help you do so.
Four Annuity Enhancements That Can Boost Income or Savings
These add-ons are well worth considering but look carefully at costs and benefits.
When You Should Consider Utilizing Home Equity
Under financial pressures? Here's why you should tap into home equity sooner rather than later as an older homeowner.
Yes, You Still Have to Pay Taxes on Retirement Accounts
Let's clear up the confusion: What you need to know about taxes and retirement accounts.
Why You Should Consider Tax-loss Harvesting
The current stock market volatility offers some investors an opportunity to take advantage of tax-loss harvesting - our expert explains how to do it right.
Five Mistakes to Avoid when Succession Planning
Here are the five most common mistakes in succession planning our expert sees with independent business owners, and how to avoid them.
IRS Sets Higher 2023 Tax Brackets and Standard Deductions
The Internal Revenue Service announced the tax year 2023 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes.
IRS says no 50% penalty for missed 2021 and 2022 RMDs
Here are 10 questions about the IRS Waiver of the 50% excise tax on 2021 or 2022 RMDs answered.
Financial Planning Services for All
Pro bono isn't just a service provided by attorneys. Financial planners are also available to help you for no fee.
End of Year Tax Planning Strategies
Have you thought about tax planning strategies for the end of the year yet? Here are 5 potential options to review.