Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.
Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable...
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year.1 While most focus on the physical space, spring is also a great time to...
What makes one investor stick with their strategy through market swings while another panics and pulls out?
Often, it comes down to mindset.
Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...
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 asking the same question: What should I do with it?
Splurge? Save? Invest?
The good news: there’s no one-size-fits-all answer...
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 pocket.
Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial...
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 admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do...
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.
But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has...
What financial habits have helped you most in life?
Which ones have held you back?
No matter how you answer those questions, your money habits have a lot to do with how you grew up.1
They also can be shaped by when you grew up.
That’s because each generation can have a distinct perspective and different...
What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone.
However, nearly all high-net-worth individuals (HNWIs) share...
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we...
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That means that many of us are not discussing money as much as we probably should be.1
Without those talks, myths about money and financial...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?
It’s called tax loss harvesting, and while the term might sound complicated, it's actually a...
