Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year.
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in...
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive...
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That...
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of...
