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There's a table with your name on it.
As a retiree, you may find that you spend much more freely from Social Security and pensions than you do from savings. This is a behavioral pattern, not a financial one. The hesitation isn't about the money. It's about permission....
Read MoreWhat Would Happen If You Ignored Your Finances for 10 Years?
If you’ve accumulated significant wealth, you’ve likely done many things right: saving steadily, investing with discipline, and avoiding major errors. However, there’s a critical point many high earners encounter where building wealth...
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There’s only one correct way to pour a Guinness.
A Guinness pour is a two-step process that takes about 119.5 seconds (yes, they’re that specific). The glass is tilted at 45 degrees. The beer is poured until it’s three-quarters full. Then you wait. A good lesson for our financial lives...
Read MoreIf Your Money Habits Were a Rom-Com Character
Valentine’s Day has come and gone, and let’s be real, the trickiest relationship in your life might not be romantic. It could be with your own money. Even at its most stable, financial matters, market, and economy can be emotional,...
Read MoreFinancial Resolutions for a Wealthier Future: Smart Money Moves to Make This Year
The start of a new year brings a renewed sense of possibility. It’s a natural time to reflect on where you are, where you want to be, and how your financial decisions today can shape your future. While many resolutions fade by February...
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Creative Ways to Gift Instead of Buying New
It’s that time of year when the busy shopping season picks up, and budgets can take a serious hit. Holidays are about giving, but they don’t always have to mean running to a store or spending a lot of money. Sometimes it can be a fun...
Read MoreDiversifying Your Portfolio: The Role of Commodities in Uncertain Markets
In today's unpredictable financial landscape, traditional investments such as stocks and bonds may not offer the protection investors seek. Depending on your investment goals, diversifying your portfolio with commodities...
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2026 Federal Tax Updates Announced
When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to...
Read MoreIs a Roth Strategy Right for You? Let’s Take a Look.
As the year winds down, it’s a great time to revisit your retirement goals and ensure your strategy is keeping pace with new opportunities. One area worth exploring is the recent changes to Roth contributions under the SECURE Act 2.0,...
Read MoreWhy Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)
Investments Finance Savings Risk Management The Dow crosses 45,000. Your brain whispers: "This has to be the top." The market drops 15%. Your brain screams: "Get out before it gets worse!" Different scenarios. Same...
Read MoreSeven Key Tips for Planning Elder Care
Family Lifestyle Retirement Health Disability Seven Key Tips for Planning Elder Care Navigating the complexities of elder care for loved ones can be challenging, and it is a journey that many of us will embark on as...
Read MoreWhy Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing
Finance Investments Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit Record Highs....
Read MoreUnearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Investments Finance Lifestyle Savings Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect...
Read MoreThe New Face of Fraud: How AI Is Changing the Scam Game
Technology 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...
Read MoreFinancial Spring Cleaning: 8 Ways To Refresh Your Finances
Retirement Investments Savings 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...
Read MoreThe New Face of Fraud: How AI Is Changing the Scam Game
Technology 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...
Read MoreNavigating Fiscal Dramas and Market Downturns: What You Need to Know
Investments Savings Risk Management The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public sentiment. Lately, the chatter...
Read More5 Time-Tested Investment Strategies to Match Your Financial Mindset
Investments 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,...
Read More5 Smart Ways to Use Your Tax Refund in 2025
Investments Finance Tax Planning 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...
Read More5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
Investments Retirement Tax Planning 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 approach...
Read More5 Tax-Saving Strategies to Keep More of Your Money
Tax Planning Retirement 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...
Read MoreHow to Dive into Business Succession Planning: 10 Key Questions
Investments Finance Tax Planning 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...
Read MoreHow to Stay Invested in Volatile Markets Without Losing Sleep
Investments Risk Management Savings 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...
Read MoreFrom Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices
Lifestyle 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...
Read More7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
Tax Planning Investments Retirement Estate Planning Real Estate 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...
Read MoreDon’t Let These Costly Retirement Mistakes Drain Your Nest Egg
Investments Retirement Savings Estate Planning Risk ManagementRetirement can feel like a finish line after decades of working — but you may not be able to cross that finish line or really enjoy the retirement you had...
Read MorePlanning for the Future: Essential Steps to Secure Your Retirement
Retirement Savings Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2 Many people today believe they’ll need at...
Read MoreHow Hindsight Bias Hurts Investors
Investments How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play.1 With that, certain biases can follow. When they do,...
Read More5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
Retirement 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...
Read MoreWhy Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Investments Finance Risk Management Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs...
Read More5 Damaging Myths About Money Talks & the Facts Behind Them
Investments Finance Lifestyle Savings Family 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...
Read MoreHow Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
Investments Tax Planning 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?...
Read MoreInvestors & the Markets: What to Watch Out for in an Election Year
Investments Finance Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever...
Read MoreHow to Reprogram & Improve Your Money Mindset
Finance Investments Savings What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.1 And that money mindset can shape...
Read MoreNo Regrets: 4 Drivers of a Satisfying Exit
As a business owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company. In fact, according...
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