Financial Articles

The stock market experienced significant gains last year, but you might wonder, will that continue into 2024? Despite concerns that positive trends cannot last, historical data reveals good years in the market can in fact come in clusters.

The positive momentum from the market’s performance last year appears to be spilling into 2024 as of now, and investment guru Nick Maggiulli believes it might continue to stick around.

While you aren’t faced with many major changes for 2024, tax shifts are on the horizon for 2026 as the Tax Cuts and Jobs Act (TCJA) is set to expire. Don’t let these low tax years pass you by without intentional tax planning.

You might have seen news headlines stating that the Medicare system is facing challenges, with predictions of the trust fund for Part A running out of money by 2031.

Have you ever abandoned a hobby or interest due to the fear of not excelling immediately? While it can be tempting to do so – especially for perfectionists – it’s important to remember that initial failure is a normal part of acquiring new skills.

Tax-loss harvesting is an incredibly powerful wealth-building tool when used properly, but it must be done intentionally.

Knowing when you’ve reached “enough” is key to spending guilt-free, but it requires intentional planning to gain the confidence you deserve.

If you are at all charitable-minded, you should leverage the variety of options available to maximize your tax deductions, allowing you to be even more generous with your wealth.

To create a “tax alpha” retirement plan, your focus should be on leveraging tax-saving strategies that maximize your after-tax returns.

Your biggest lesson here should be the importance of investment diversification and having a personalized framework to follow, as both will help keep you on track in the midst of inflation and interest rate cycles.

How does finding meaning and purpose in life relate to your relationship with money? In Viktor Frankl's book, Man’s Search for Meaning, he reflects on his experience in Nazi death camps, emphasizing that even in the darkest times, moments of happiness and meaning can be found.

Interest rates might be at 20-year highs, but you can utilize this current economic environment to your advantage through the use of guaranteed lifetime income solutions, such as annuities or insurance products.