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While no one looks forward to a down market, these periods can be especially challenging for new or soon-to-be retirees. If you’re thinking about retiring at a time when the market is being uncooperative, here is the biggest risk you need p

Much of the headline news accompanying the Inflation Reduction Act of 2022, which was signed into law by President Biden in August, focused on beefing up the IRS to the tune of $80 billion. But the provisions dedicated to such things...

It’s been a very rough couple of years for small business owners, who endured the pandemic and severe disruption in our economy only to encounter spiraling inflation. How can you as a business owner adjust to things not going back to normal

At a time of ultra-low unemployment, companies have gotten creative with how they lure top talent. Even if you can't bring your pet to work, there might be perks you're not fully taking advantage of - here are five often-overlooked...

While inflation has had a great effect on all of our lives over the past year or so, it doesn’t impact everyone and everything equally. Here’s how to calculate the impact that inflation actually has on your budget.

Whether it’s a downturn in the market or planning to cut your heirs’ tax bill, there are many reasons a Roth IRA conversion might make sense for you. Here are five of the best.

What’s perhaps most challenging about layoffs is their suddenness – even if the signs were there, when one finally happens, it happens quickly. The following checklist can help you keep track of the choices you need to make following...

Learn about this bear market and what you can do to set yourself up for success from Ross Mayfield and Laura Davis.

Learn about how high inflation in the 70s can give us insight into inflation from today, including causes and what we have learned.

Read about how estate planning can held build and protect your legacies and the elements and benefits available to you.

Read about the steps you can take after you graduate college to make sure you're successful in the real world.

Read about John Craddock ad Ross Mayfield's take on the benefits of fixed income in a down market.

Learn about everything you should know about tax-free gifting, a way to transfer wealth to your loved ones tax-free throughout your lifetime.

Read about the implications of the slimmed-down "Build Back Better" plan and the June CPI report.

Read about some simple strategies you can use to protect your assets from creditors and lawsuits.

Learn everything you need to know about how your bonus is taxed.

Learn about 9 life insurance mistakes people commonly make to avoid and discuss with your advisor.

Read about 10 actions you should take when your child turns 18 to get your child off on the right foot as an adult.

Learn about what actions you can take in the event of a recession to lessen the negative effects on your financial future.

Learn about how to prepare financially for the inevitability of aging.

Learn about a few ways you can benefit from periods of market correction as an investor when investing doesn't go according to plan.

Here are some strategies that can help you mitigate your tax bite when making estimated quarterly tax payments this year.

Here are some steps you can take to adapt to the current inflationary environment.

Learn how supply chain shortages have reshaped the auto industry and the "buy or lease" conversation.

Here are some helpful steps you can take to help protect your assets against sudden, unpredictable moves in the markets and the economy.

Consider these 5 tips before adding an investment property to your portfolio.

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

Timing the market can be difficult – timing the market in a panic can be devastating.

Congress is looking to build on 2019 efforts to expand employees’ access to retirement plans and to increase retirement savings. The House recently passed retirement legislation with an overwhelmingly bipartisan vote...

As soon as children are born, parents tend to start fretting about how they'll pay for their college education. Here are some frequently asked questions parents have about saving for college – and what you can do to get started right now.

Your Medicare costs depend on a variety of factors, and can even change after you begin the program. Here’s how you can keep your costs under control.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

Inflation. War. Crypto. A new subvariant. The world is a scary place right now – the stock market is jittery, the headlines are all over the place and you feel like you should be doing … something.

Focus too much on day-to-day market performance and you could miss the larger trend.

With a little planning, you can avoid leaving money on the table as you switch jobs.

The concept of don't put all your eggs in one basket works for your investments. But does it work to pick your financial advisers? Not really.

Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Women who have meticulously planned for their retirement may still fear what will happen to those plans if they lose their spouse, either through divorce or death.

If you’ve had to leave the workforce for any of a myriad of reasons – such as to care for children learning from home or for older members of the family – you’ve probably experienced firsthand how much losing that income can impact...

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

The holidays are the perfect time to reflect on both the year that was and the year to come. We recently sat down with our market experts at Strategas and our own financial planning experts to talk inflation, tax changes and potential...