The 6 Biggest Mistakes DIY Investors Make and How to Avoid Them

Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a […]

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How the SECURE 2.0 Act Changed 529 Plans

Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. […]

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Health Savings Accounts: Pros, Cons, and Retirement Considerations

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover […]

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Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, […]

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Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially […]

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Living Trusts: Understanding the Basics and Key Considerations

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One […]

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Trying to Time a Recession?

Economies move in cycles – always have, always will The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are […]

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Tips for Raising Financially Literate Children

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only […]

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Transitioning to Medicare from Private Health Insurance Plans

Transitioning from Private Health Insurance Plans to Medicare As you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance […]

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Where to Put Excess Cash

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2  While cash can play a […]

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Technology Guide for Seniors

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—”age […]

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The Pros and Cons of I Bonds

You’ve built up your emergency fund. You’re maximizing your retirement accounts. And yet you have extra money. What should you do with it? Is there some kind of investment that […]

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