Broker Check

Blog

Monday, April 15, 2024

Learning financial literacy, such as money management, budgeting, and investing, can seem daunting, but is no different than learning how to speak another language. Being financially literate allows you to have a better, more...

Monday, April 8, 2024

As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions...

Friday, April 5, 2024

The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing inflation, rising corporate profits, and anticipation of summertime rate cuts from the Federal Reserve...

Monday, April 1, 2024

April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits. But ask yourself this: what have you learned about anything...

Monday, March 25, 2024

The landscape of retirement savings options is broad, offering various strategies for future financial independence in retirement. Many people are familiar with 401(k)s, 457(b) plans, SIMPLE IRAs, Simplified Employee Pension Plans...

Show All

Monday, March 18, 2024

As the cost-of-living crisis looms large, particularly for the younger generation, Gen Z is pioneering a new approach to personal finance: 'loud budgeting.' In a world where the pressure to spend money can feel overwhelming, especially...

Monday, March 11, 2024

In an unexpected turn of events, the IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps, for example, Zelle, PayPal, Cash App, or Venmo, to report earned income over...

Thursday, March 7, 2024

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years ten

Monday, March 4, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared...

Monday, February 26, 2024

As the ominous cloud of rising healthcare costs continues to cast a shadow over small businesses, savvy entrepreneurs are exploring innovative solutions to navigate this financial storm. One such solution gaining traction is the...

Monday, February 19, 2024

An increasing number of full-time workers seek to increase their income through working a side hustle, which is employment in addition to a full-time job. In this article, we'll delve into the benefits of this trend, essential tips for...

Monday, February 12, 2024

Did you know about 50 percent of Americans do not have life insurance? Part of the problem is a lack of clarity: 31 percent of people who need it but aren’t covered say it’s because they don’t know what to get. But it...

Friday, February 9, 2024

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac, “As goes January, so goes the year.” Nearly 75 years of historical data shows...

Monday, February 5, 2024

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the...

Monday, January 29, 2024

Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal...

Tuesday, January 23, 2024

Whether you want to save money, pay off debt, or simply gain a better understanding of your financial habits, it’s essential to keep a close eye on your spending. This article explores five essential strategies to help you track...

Monday, January 15, 2024

Life today is expensive, and contributing to a retirement plan is more beneficial than ever. Recently, the IRS announced it was raising the contribution limit for 401(k)s to $23,000 for 2024, up from $22,500. In a world where pensions...

Thursday, January 11, 2024

For profitable small businesses, paying quarterly estimated taxes is part of the tax process to potentially avoid penalties at the end of your fiscal year. The quarterly taxes for a business are the estimated taxes that will be owed...

Thursday, January 4, 2024

It's a new year and the time of year when you want to make resolutions about your personal life, business life, and finances. It is the perfect time for couples to get together and set their own financial goals for the upcoming year...

Wednesday, January 3, 2024

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the...

Thursday, December 28, 2023

A relatively small number of employers offer generous matching contributions, exceeding the standard dollar-for-dollar match, to enhance their recruitment efforts and compensate for discontinuing defined benefit pension plans.

Thursday, December 21, 2023

The winter months bring the possibility of freezing rain, strong wind, ice, and blizzard conditions, and alerts from the National Weather Service. For your safety, it is important to recognize these alerts and know how to respond to them.

Monday, December 11, 2023

From the outside looking in, the Grinch was a taker, while Santa has always been in the habit of giving. Analyzing their unique characteristics, which of the two would be the better investor...

Wednesday, December 6, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax...

Friday, December 1, 2023

The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of the year, proactive preparation becomes essential. Whether you're an individual looking to optimize...

Monday, November 20, 2023

Just as we learn to cook Thanksgiving dishes by watching our parents and grandparents, the same can be true with finances. So, while you plan on making this the most memorable Thanksgiving ever, get the conversation flowing in a financia...

Thursday, November 16, 2023

Cyber Monday is one of the most popular shopping days, competing each year with Black Friday when it comes to scoring holiday deals. While online shopping continues to grow in popularity, it also opens the door even wider for those...

Saturday, October 21, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often ...