Articles

5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering

5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering
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12-Step Checklist for Retiring in 2026
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5 Essential Financial Moves to Make Before the Year Ends
By Adam Brooks, CFP® The past several years have been challenging for many, with worries about a potential recession and ongoing inflation leaving many wondering if 2025 will bring a change for the better. While

Information and Tips to Prepare for the 2025 Tax Sunset
By Adam Brooks, CFP® Many of the laws established in the 2017 Tax Cuts and Jobs Act (TCJA) are expiring in 2025. Is it time to take action? Absolutely! Unless Congress steps in, many of

Financial Steps for Women to Take After a Spouse’s Death
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Technical Analysis: The Basics and Is it Right for Your Portfolio?
By Deborah Baldini Technical analysis is an investment technique for assessing statistical price trends and patterns to identify potential trading and investment opportunities. It differs from “fundamental analysis,” which focuses on analyzing business metrics such