News

If your clients may be coming into an inheritance—whether that's money, property, or other assets—this article will help them prepare to handle the responsibility of additional wealth.

The Mega Roth (aka Super Roth) 401(k) strategy continues to be widely misunderstood even though this “back door,” as it’s sometimes referred to, has been legal since 2014.

If you’ve accidentally deleted or misplaced a financial document, then you already understand the importance of backing up crucial files.

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

The tax season is officially here. If you haven't already, now is the time to get prepared.

As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.

Mary has been a teacher at the local elementary school for 25 years.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

Three years ago, my mother-in-law’s sister died. My husband, five kids and I were driving back from the funeral when we received a call.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

Learning about a company should be part of doing your due diligence prior to earning. Here’s how to read a company’s quarterly earnings report.

Here are some things you might consider before saying goodbye to 2021.

A home and auto bundle can save you up to $833 per year, but that doesn’t mean the bundle discount always results in the lowest price

Meme stocks make headlines - but do they make good investments? Before the next hot stock emerges, here's what to know about meme stocks.

If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.

For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.

Financial independence is a lofty goal many of us have, but we're not always sure where to start. Here are 5 things you can work on this year to begin finding your own financial freedom.