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Monday, February 2, 2026

As the 2026 tax season approaches, it’s helpful to keep contribution timelines in mind.For the 2025 tax year, you can make contributions to your retirement accounts until the federal tax-filing deadline on Wednesday, April 15, 2026...

Tuesday, January 27, 2026

Retiring does not signal the end of retirement planning. It’s the beginning of a new phase of planning, known as the distribution phase. This stage requires discipline, awareness, and new habits that focus on preserving savings,...

Friday, May 16, 2025

Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge.

Thursday, March 13, 2025

The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...

Thursday, March 6, 2025

Money is a powerful tool that allows you to live your best life, but it should also protect against the unexpected detours we all experience on our journeys.

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Wednesday, February 26, 2025

A stronger financial future starts with a clear view of your finances and seamless collaboration. With AdviceWorks®, you can easily access all your financial data, securely store important documents, and share them with me anytime....

Tuesday, February 25, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell. Good news for...

Monday, January 13, 2025

January marks the beginning of the traditional “tax season” as taxpayers begin to gather financial documents, statements, and receipts in preparation for filing their annual returns, usually in April. However, paying close attention...

Friday, November 22, 2024

Hold everything; stop the presses! There is talk that the Tax Cuts & Jobs Act (TCJA) of 2017 may get extended. With Republicans in control of the legislative and executive branches, most agree that tax reform will be part of the...

Wednesday, November 13, 2024

Budgeting is a powerful first step on the path to building wealth as a young investor. By establishing mindful financial habits now, you can build a solid foundation to support your long-term financial goals. Here are ten budgeting...

Monday, November 4, 2024

There’s no two ways about it… according to the latest numbers from the Federal Reserve’s Report on the Economic Well-Being of U.S. Households, the number of American parents who report they’re doing “at least okay” financially has...

Tuesday, October 29, 2024

A big part of financial security is Cybersecurity Awareness Month during October, and it’s the perfect time to review and reinforce basic online safety practices. With digital threats becoming increasingly sophisticated, it’s crucial...

Wednesday, October 9, 2024

With election season in full swing, I thought it might be interesting to examine how perceptions of our federal agencies have shifted over time. Based on 2023 data from the Pew Research Center, this month's chart reveals some...

Monday, September 30, 2024

Can you believe summer is already in our rearview mirror? Whether you’re team apple cider or team pumpkin spice, here’s hoping that you take advantage of the cooling temperatures and upcoming festivities. From hayrides and pumpkin...

Tuesday, September 10, 2024

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation. National Hispanic Heritage Month started as a...

Wednesday, September 4, 2024

August is the month when many families take their final summer vacation. It’s also the month when back-to-school preparations start and football season comes into focus. But August has a more unsettling side for investors. It’s a...

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Thursday, August 22, 2024

Difficult situations—like losing a partner, getting laid off, or having to close a business—are impossible to completely prepare for. Having a sound financial strategy can help you weather the storm and safeguard your assets. Below...

Thursday, August 15, 2024

Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the legacy we wish to leave behind.

Wednesday, August 7, 2024

The trader's adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices can move, especially over the last few days. Here's how the recent stock market drop...

Tuesday, July 23, 2024

My office was busy on Friday. Many of you were concerned about the computer outage that affected everything from travel to doctor’s offices to bank and investment accounts and reached out to share your concerns. It was a bit of a...