Articles, Market Commentary
Past Commentary & Articles
In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.
Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.
Financial stress can be especially acute at the start of a new year, when most of us are setting financial goals and trying to get our finances in order. Here are some tips to help keep stress at bay.
Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”
Turning the page to 2023, it’s the land of the unknown. It’s fair to ask: “Will things get better?” In response, one could say — it’s hard to imagine there’s much left that can surprise the markets.
Scammers invent new, more sophisticated ways to steal identities every day. With tax time just around the corner, it may be helpful to learn some of the ways criminals may try to steal your identity.
Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.
On January 19th, the U.S. hit its debt ceiling at a staggering $31.4 trillion. Raising the debt ceiling requires Congress to set a new limit. It appears we may be on track for heated discussions surrounding the debt ceiling this year.
If you’re worried about markets and the economy, focus on what you can control and keep it simple. Here are three simple ways to direct your resources and your attention toward the things that matter to you.
We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.
The college application process is full of deadlines, essays, and extensive forms, not to mention the organizational skills needed to pull it all together. If you have a child who hopes to attend college one day, here are some tips to help make the process a little easier.
Since the passage of SECURE 2.0 at the end of 2022, it is likely that many employers are reviewing their plans in anticipation of incorporating some or all of the revisions. This means that it’s probably also a good time to review some basics of non-discrimination testing.