How Savers and Spenders Can Meet in the Middle
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.
Why You shouldn’t Invest Emotionally
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
2024 Annual Limits Relating to Financial Planning
Unlock financial clarity with our 2024 Annual Limits Relating to Financial Planning quick reference sheet! Your comprehensive guide to the numbers that matter.
Don’t Forget About Credit When Planning for Retirement
Planning for retirement? Don’t overlook the role of credit in your golden years! Whether it’s a second home, a loan for unexpected expenses, or better terms on credit cards, maintaining a healthy credit score matters.
IRS Restarts Collection Notices But Adds Penalty Relief
The IRS unveils a groundbreaking $1 billion penalty relief initiative for 4.7 million entities hit by pandemic-related back taxes. Targeted at those with incomes below $400,000, this move aims to ease the burden on individuals, businesses, and tax-exempt organizations.
Can Your Personality Influence Your Portfolio? New Research Points to Yes
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
‘Tis the Season for Gift Card Scams
Beware this holiday season! While gift cards top wish lists, scammers are on the prowl. Protect your festive cheer from these grinches.
Medical Debt and Your Credit Report
Did you know that consumers are contacted by debt collectors about medical bills more than any other type of debt? Fortunately, there have been changes to the way medical debt is reported on credit reports.
Navigating the Return of Student Loan Payments in a Post-Pandemic Economy
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying down her student debt.