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Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.

The impact of student loan debt on millions of Americans has been a longstanding issue, exacerbated by the COVID-19 pandemic. With a crucial Supreme Court decision looming in the coming months, borrowers must proactively prepare for the potential resumption of paused loan payments.

What is the point of saving money? The answer usually centers around more connection, community, service, nature, and freedom, eventually leading to more joy.

Over the past six months, we have all come to the collective realization that artificial intelligence (AI) is going to reshape how we work and live. What are the implications for investing?

Watch financial advisors Cory Buehler and Rick Brown review the financial fundamentals to help you make more informed decisions about your money.

In recent years, raising the debt ceiling has become an increasingly contentious issue. Should investors be worried this time?

The Federal Open Market Committee (FOMC) wrapped up its most recent meeting on May 3, 2023, with an announcement of a 0.25% rate hike – its 10th consecutive interest rate increase.

The warmer weather often inspires people to start a home improvement project. Drive by any garden center on a Saturday afternoon, and you’ll see large crowds buying supplies to spruce up their homes and yards.

Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Building trust with your financial advisor involves committing to honesty, transparency, consistent and open communication, and collaboration. We believe that these five tips will help you find an advisor who is a good fit.

When you were married, you likely relied on your spouse to pay the bills and manage your finances if you lost your job, became ill, or suffered injuries from an accident. If you are now solely responsible for handling your finances, consider developing a contingency plan so you won’t miss bill payments due to unforeseen life events.

After your husband or wife dies, you will be dealing with a major financial change on top of a major life change. Filing your spouse’s final tax return may be especially stressful because you don’t know what you don’t know.