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Every year on July 1st, we celebrate National Financial Freedom Day – a day dedicated to empowering individuals to take control of their finances. Financial freedom goes beyond simply having a luxurious lifestyle; it’s about having the power to design a life that aligns with your deepest values.

The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to individual tax filing. However, many of the individual tax benefits were temporary and set to expire at the end of 2025.

Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!

A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Inflation, once a quiet culprit, has become a glaring threat to retirees on fixed incomes. This “sticky inflation,” where high prices linger despite economic shifts, demands new strategies to safeguard your hard-earned savings.

After my recent car purchase, I realized how stressful the experience can be. To help navigate this process, I’ve outlined the pros and cons of buying vs. leasing a new car, taking into account key factors such as mileage, make, and model.

Retirement can be a wonderful time to pursue your passions and enjoy life. However, it can also be a time when you feel lonely and disconnected from the world around you. Here are some steps you can take to stay engaged.

Offering a retirement plan is a great benefit for employees, but the paperwork involved can be a nightmare for both employers and workers. The good news is, change is on the horizon. Let’s delve into the efforts underway to make retirement plan communications clearer and more manageable.

Susan, a 62-year-old corporate vice president, faces a critical decision. Recent health concerns have her questioning her planned retirement date. Can she afford to step away now, or will she need to work a few more years? The answer hinges on the value of her company holdings, which include Performance Stock Units and Restricted Stock Units, a stock compensation package common among executives.

As Father’s Day prompts us to celebrate the paternal influences in our lives, I’m drawn to reflect on my own father’s journey. His story is a testament to resilience, unwavering love, and the critical importance of proactive financial planning, particularly in the face of Alzheimer’s disease.

We all know the saying: in life, only death and taxes are certain. And the IRS figures back this up. While taxes are unavoidable, there are strategies you can use to manage your tax burden.