We all know about the stages in life, but it’s sometimes easy to overlook the fact that we live through stages in our financial lives as well. That starts with our first job, probably in high school, and it continues as we begin our careers, then get married, purchase a… Read More »

For investors who like roller-coaster rides, the beginning of 2023 must have felt like a trip to Six Flags. The markets were full of so many twists, turns, ups and downs that people were jumping out of their cars right and left. Jumping out of a moving roller coaster is… Read More »

While saving, investing, and planning are at the foundation of secure, long-term retirement portfolios, the close relationships and personal connections financial advisors share with their clients are at the center of what’s important. Sometimes advisors can get caught up in market returns, advising, or planning, and look up only to… Read More »

The holidays are the season when charitable giving goes into overdrive with nearly half of all annual giving reported during the month of December. And while a lot of people think tax benefits are the primary motivator behind giving this time of year, research suggests there’s more to it than… Read More »

Recessions are a little like people. Every one of them is different. Experts aren’t sure if our economy is going into a recession or not, but there have been signs of one peeking over the horizon for more than a year. Sometimes, economies are hard to read, which is why… Read More »

Sometimes Uncle Sam gets a bad rap. As a metaphor for the federal government, he’s frequently the target of wry jokes, complaints, and criticism. Maybe the worst of it comes when the Internal Revenue Service (IRS) is involved, what with the rules, regulations and all those taxes. It’s a tough… Read More »

Who knows why tax law is so complicated? Most of us blame the IRS, but those who understand the history behind the whole thing point to Congress. Regardless of who’s responsible, most everyone who’s ever filed a return will agree that the U.S. tax code is an annoying web of… Read More »