January is more than just a new calendar page; it’s an opportunity to take control of your finances with fresh energy and a clear outlook. Whether your goals include building savings, getting organized for tax season, or improving your long-term planning, the start of...
As the year winds down, it’s a great time to take a step back and evaluate your financial situation. Whether you’re aiming to reduce your tax bill, maximize savings, or align your investments with your goals, a few thoughtful moves before December 31 can help...
Many company retirement plans today include a Roth 401(k) option, but surprisingly, a lot of employees don’t take advantage of it. In some cases, they may not even know it’s available. In others, it may simply feel easier to stick with the traditional 401(k)...
Artificial intelligence has opened the door to many exciting opportunities, but it has also given fraudsters new tools to trick people into sharing personal or financial information. These scams are becoming more widespread and sophisticated, reaching people of all...
If the market feels unpredictable to you this year, you’re not alone. Between inflation headlines, interest rate speculation, and global conflicts, 2025 has already delivered its share of market swings. And yet, despite the volatility, the S&P 500 continues to...
What the New Reconciliation Bill Means for Your Financial Plan A practical look at how recent legislation could affect your taxes, healthcare, and more. Congress recently passed a sweeping legislative package known informally as the Reconciliation Bill or the “One Big...
