A New Regime Comes Into Focus November Recap and December Outlook The transition to a new...
Personal Finance Resources
Learn how to take control of your finances. Read our blog posts below on debt, budgeting, investing and more.
November Market Commentary: A Historic Election Removes Some Uncertainty
A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists and turns came to a clear end with the decisive reelection of President Donald Trump. The received wisdom is that the financial markets hate...
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February Market Commentary – Powell’s Not Done
January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it true? According to an analysis by Fidelity, January returns are positive about 75% of the time the full year turns out positive. The rally was certainly a relief after...
Everything You Need to Know About the SECURE Act 2.0
Everything You Need to Know About the SECURE Act 2.0 Retirement. It’s one of the biggest, if not THE biggest, stressors for those in the working world. Are you saving enough? What’s happening to Social Security? How can you know? While those questions may not have...
How Successful People Save Money
How Successful People Save Money For many of us, discovering the key to monetary success has been an elusive lifelong quest. And while the simplest way to be financially successful is to be born into wealth, most of us don’t have that advantage. (We promise “be born...
Holiday Budgeting Hacks
Holiday Budgeting Hacks The holidays are meant to be magical and full of joy and cheer. However, they can also be expensive, which makes them a stressful time of the year for many people. There’s a lot of pressure to buy the best gifts, take pricey trips, and cook...
Reaching Retirement Readiness
Reaching Retirement Readiness Study Reveals Plan Participants Are on a Positive Trajectory, Aided by Auto Features Being able to replace working income with income generated from retirement savings is the essential definition of retirement readiness. The percentage of...
Black Friday Safety Shopping Tips
Black Friday Safety Shopping Tips Black Friday is a big event both for retailers and the customers who get great deals. Finding the best deals on this day is a time-honored tradition that many shoppers look forward to. It can be a fast-paced day, however, and it’s...
You Need a Financial Advisor, and Here’s Why
You Need a Financial Advisor, and Here's Why With contributions from Mark Essenfeld, CFP®, AIF® Many people struggle with decisions in life that have financial implications; and the struggle is typically based upon the life implications of the decision rather than...
A Date with Destiny – Financial Planning at every age!
A Date with Destiny - Financial Planning at every age! With contributions from Mark Essenfeld, CFP®, AIF® Many are of the opinion that financial planning is only necessary after there is significant income and savings to manage; but the truth is that every age has...
Investing Do’s and Don’ts
Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...
