Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.

Learn how to spot romance scams, protect yourself, and help to keep your finances and your heart safe.

Learn how a Backdoor Roth IRA works and whether it’s a smart strategy for high‑income earners. Explore key differences between Traditional and Roth IRAs, tax implications, contribution rules, and how this approach may help strengthen your long‑term retirement plan.

Gain clarity and confidence as you navigate divorce. Understand your finances, what your life costs, and the guidance available to support your financial future.

Spot fake tax refund texts and emails with clear red flags. Learn how scammers target taxpayers and how to check your refund and report fraud safely.

Prepare your finances as you prepare for a winter storm. Learn how proactive planning, regular reviews, and timely adjustments can help you stay ready for any season.

Learn how permission buckets can help financially secure investors overcome scarcity thinking and spend with confidence and purpose.

Explore tax-smart charitable giving strategies for retirees to maximize impact, reduce taxes, and leave a lasting legacy.

Understand how 1099-K forms impact your income and tax reporting. Learn tips to stay organized and avoid surprises during tax season next year and beyond.

During times like these, investors can benefit from taking a page out of the playbooks of Hall of Fame football coach Nick Saban and legendary Intel CEO Andy Grove. 

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

Learn how forensic accounting can uncover hidden spending, help build confidence, and help provide for a fair settlement structure in a divorce.