Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is to establish an efficient and...

A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved together for 38 years we’ve been married, and it was all taken from us,” Eden told California...

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. You can rest easy knowing that your wishes will be carried out as you have requested. Some folks...

We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health issues may also dictate when we decide to retire. With your input, we can help devise a plan that puts you on...

Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond market, or the credit markets? That's partially true. They are the underpinnings, but the foundation or the bedrock of the financial...

The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until Tuesday, April 18, 2023, to submit their tax return or request an extension. Taxpayers...

If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware of. Most people are very proud...

“Those who work their land will have abundant food, but those who chase fantasies have no sense.” This ancient advice from Proverbs illustrates the importance of financial fitness. What is financial fitness? Well, we are all familiar with the term physical fitness. If...

As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession. However, risks remain, which could lead to sustained higher interest rates and more headwinds to stock...

While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know....