If your child plans to attend college soon, figuring out how to pay for their education is likely top of mind in your household. You’re not alone if you’re feeling overwhelmed. According to a 2024 College Ave survey, fewer…...more
Your finances may not be the most romantic topic during a month dedicated to love, but they play a crucial role in building and maintaining a happy, stable, long-term relationship. According to the Fidelity Investments 2024 Couples & Money…...more
Year after year, financial goals are among the most popular New Year’s resolutions—and this year is no exception. According to recent research from the CFP Board, survey respondents named “saving more money,” “reducing debt,” and “improving money management…...more
If you’re among the millions of public workers whose Social Security benefits have been reduced by the Windfall Elimination Provision (WEP) or Government Pension Offset (GPO), you may already have heard the good news. On January 5, President…...more
As Donald Trump prepares to occupy the Oval Office for a second term, we know investors are wondering how his proposed policies might affect the economy and, more specifically, the markets and their own portfolios. Yes, the U.S.…...more
The end of the year can be a hectic time, and it’s tempting to put off tax planning to January or later. However, delaying could mean missing out on valuable opportunities to help reduce your tax bill. Right…...more