Blog
Welcome to our blog! Here, we'll provide you with insightful resources to help you navigate your financial journey.
How to File Taxes the First Year After Divorce
Filing taxes after divorce can be tricky. Discover how to choose the right status, handle alimony, and maximize deductions.
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What You Need To Know for the 2025 Tax Season: Credits, Deductions, and Policies
The 2025 tax season is approaching, so be prepared for any changes that could affect your return. As credits, deductions, and tax laws change frequently, it pays to plan ahead to get all the tax breaks you deserve.
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Stocks Pass Another Test With November Rebound
Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near record highs.
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Year-End Countdown: Key Deadlines You Cannot Afford to Miss
As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track.
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Positive Momentum Builds as Year-End Approaches
The last week of October delivered a flurry of impactful headlines across earnings, monetary policy, and geopolitics — each shaping the investment landscape as we head into year-end. Here are some key takeaways:
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Creating Your Long-Term Care Roadmap: A Guide for Singles and Divorcees
Planning for long-term care (LTC) is essential to financial management and personal well-being. Addressing this crucial need has become more pertinent with the ever-increasing healthcare costs and a growing aging population. Having the...
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Stock Market Fundamentals Outweigh Shutdown Drama
The October 1 deadline has passed, and the U.S. government has shut down. While political gridlock is never ideal, history suggests that shutdowns tend to be short-lived and have minimal sustained impact on the economy or the stock market.
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Should You Keep Your Inheritance with Your Parents’ Financial Professional?
Many children will receive an inheritance after their parents pass on. In some cases, this may include significant assets. If you currently are or may become one of those individuals, you must figure out how you plan to manage this.
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Say Good-Bye to Summer and Hello to Historically Weak September
As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this month.
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Life Insurance Simplified: Understanding the Fundamentals
Shopping for a life insurance policy doesn’t have to be confusing and overwhelming. If you take some time to understand the basics and how it works, you can better determine the coverage that may be beneficial for you and your family.
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Resilient Markets Amid Economic Crosscurrent
The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28:
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Investing in Your 60s and Beyond
Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents?
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Generational Wealth and the Gift of Financial Freedom
Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will?
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America Gets Record High Stock Prices for Its Birthday
As Americans get their grills and beach chairs ready for the July 4th holiday, the stock market and the weather across much of the country have both been on heaters.
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Volatility Likely to Bring Opportunities As Trade Uncertainty Continues
As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for...
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Breaking Barriers: Women and the Path to Investment Confidence
New research from Fidelity Investments gives a unique insight into how many women approach investing and other financial decisions. For example, more than half of all women, compared with just 43 percent of all men, say they would...
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