Financial Articles

You likely hold a variety of things near and dear to your heart, but if you had to choose one focus – one priority – what would it be?

Your attitude toward aging plays a larger role in how well you age than you might realize. As poet Samuel Ullman says, “youth” is a state of mind rather than a mere number of years.

The long-standing assumption of a consistent six-plus percent annualized return for U.S. equities, as supported by historical data, is being challenged.

You want to minimize the money you owe Uncle Sam, and Net Unrealized Appreciation (NUA) is just one of many strategies that can help you do so.

Can the factors that lend to large corporation success also lead you to live a fulfilling life?

As you look for ways to elevate your financial success, make note that while you can find value from public “experts”, take this information with a grain of salt.

You want a retirement income strategy that will last your lifetime, but what’s the best method of achieving that?

You spend decades saving for retirement. Isn’t it worth your time and effort to plan for how you will fill that retirement with your most purposeful, happiest years?

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.