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...
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...
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 financial decisions often depends on your perception of time - specifically, how much time you believe you have to...
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...
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 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...
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, those biases can lead even the smartest, best-intentioned investors astray.
Here...
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 more effectively.
Here, we’ll explore why market corrections are normal, how understanding historical trends can...
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...
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.
Here’s a look at why, with a focus on each milestone birthday after 50 and the role it...
