Do your investments reflect an organized investment philosophy? CEO and Senior Financial Planner Eric Kies explains the importance and introduces key best practices for managing your portfolio.
With increasing age, many retirees experience medical and mental issues that make it difficult or impossible for them to live on their own. But the type of long-term care they need can be expensive.
Retirement cash flow isn’t just a matter of quantity: it also matters where the cash is coming from. Good retirement cash flow planning should include tax-efficient strategies to make the most of your retirement nest egg.
Spouses who inherit IRAs have more choices about what to do with the money and the timing for doing it. Senior Financial Michael Branham provides some helpful guidance.
Getting your finances started on the right foot doesn’t require drastic changes. Small, consistent steps—such as prioritizing savings, using tax-advantaged accounts, and understanding cash flow—can build lasting financial momentum over time.
For single individuals without children, estate planning is especially important. Without a plan, state probate laws determine who receives your assets and who makes decisions on your behalf. This article outlines why proactive planning matters and the key documents everyone should consider.
Many parents and grandparents have already discovered the tax advantages and other benefits of 529 education savings plans. But with the passage of OBBBA, 529 plans have acquired some new enhancements that can make them even better tools for many families.
With AI-related stocks driving a significant portion of equity market value, many investors may be wondering whether they should be focusing more on these stocks with their holdings. But as Kevin Olson, CFP®, explains, AI is probably already in your portfolio.
Receiving a financial windfall can feel exciting—and overwhelming. Before making big decisions, it’s important to pause, plan, and protect your future. Learn how to confidently navigate “sudden money” and avoid the common mistakes that drain wealth too quickly.
Owning income-producing property can seem like a smart way to generate retirement income—but it’s not for everyone. In this article, Andrew Sievertson, CFP®, EA, CeFT®, explores when real estate makes sense as part of your retirement strategy, the pros and cons of being a landlord, and alternatives like 1031 exchanges, DSTs, or UPREITs for those seeking a more hands-off approach.
Tax-advantaged accounts like IRAs and Roths are powerful, but taxable investment accounts also have unique benefits. They can help fund short-term goals, provide flexibility for early retirement, and offer estate planning advantages. Learn when and why a taxable account may be a smart addition to your financial strategy.
Cyber threats are evolving fast, and hackers are using AI and new tactics to target personal and financial data. From avoiding suspicious links to embracing two-factor authentication, monitoring accounts, and practicing safe social media use, these cybersecurity habits can help you protect your identity and stay safe online.
Stay informed with the latest financial insights from our experts.
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