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
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
By Laurel Kutler, CFP® Losing a spouse is one of life’s greatest challenges, and for many women, it can also bring the added difficulty of managing finances on top of the grief. Taking control of
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
By Matt Cherry, CFP® Recent inherited IRA tax rule changes are significant. For beneficiaries, what was once a simple process has grown into a complex financial planning strategy. Understanding new rules is crucial to avoiding
By Brandon Perlow ESG (aka Environmental, Social, and Governance) investing is a strategy that’s become more popular with investors who want to invest their dollars consciously. It looks at the bigger picture when assessing different
By Brandon Perlow The financial habits learned as a child or teen can last a lifetime. As such, financial literacy for children and teenagers is critical to economic success later in life. A child with
By Lane Reynolds Life insurance might not be the most fascinating subject, but it’s an important piece of a well-rounded financial plan. Many people don’t realize just how integral it is to solid financial planning.
By Larry Van Quathem, CFP® If you’ve spent any time looking into retirement planning, you’ve likely heard that maximizing your 401(k) contributions is praised as the ultimate goal. It offers tax benefits and can be
By Laurel Kutler, CFP® While American society has made some progress in striving for equality, there remains a gender gap in knowledge when it comes to women in finance. Even though we’re decades removed from
By Adam Brooks, CFP® Whether you navigate by GPS or an atlas, having a road map is essential if you hope to arrive at your destination efficiently. The same is true for your financial journey,