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Latest Articles

Should You Have Crypto in Your Retirement Strategy?

Learn the pros, cons and strategies to consider for including crypto in your retirement plan.
How Much Does It Cost to Retire in the US?

It depends on your lifestyle, location and health, among other things.
Does Gold Deserve a Core Spot in Your Portfolio?

Here’s why gold doesn’t merit being a core portfolio holding.
You Made It Past Quitters Day: Financial Planning Tips to Aim for Success

Four ways to help turn Quitter’s Day into a financial opportunity.
2025 Business Filing Requirements: What You Need to Know

Because money doesn’t come with instructions.®
How to Make Pre-Tax Contributions to Your HSA: A Comprehensive Guide

Is a health savings account the missing puzzle piece of your financial plan?
Capital Gains Tax on Mutual Funds: What Investors Need to Know

It's all about how mutual funds are structured.
Why 529 Plans Aren’t the Best Option for Roth Conversions

Because money doesn’t come with instructions.®
Asset Management vs Wealth Management

Understanding the key differences and benefits.
Navigating Retirement Options: 401k vs 403b

Everything you need to know about tax benefits, contribution limits and more.
Is This a Good Time to Buy a House in the 2025 Housing Market?

You might be thinking about the wrong things.
Understanding Charitable Gift Annuities: Benefits and Basics
Retirement Spending: How to Create a Sustainable Financial Plan

It may be time to treat yourself for all your hard work.
Capital Gains Tax in California

Implications, exemptions and tax mitigation strategies.
Capital Gains Tax in Florida

Implications, exemptions and tax mitigation strategies.
Determine Your Tax Filing Status as a Qualifying Surviving Spouse

Don’t let choosing the wrong status make a difficult time even more stressful.
Tips for Evaluating Your Financial Advisor

Check in with yourself and fill out an advisor “report card.”
Roth conversions – pros and cons

Why this strategy may – or may not – be right for you.
8 tips for choosing a tax preparer

This checklist can help you find the right tax advisor.
The downside of buying real estate with your IRA

It’s a complicated process in which mistakes are costly.
Buying real estate with an IRA

Should you use a self-directed IRA for a real estate investment?
6 Tips for Kicking Off your Job Search

Navigating the new job market.
How to (legally) lower your taxes

Things everyone should know about taxes and deductions, whether you’re still working or already retired.
Help Your 529 Plan Pay Off

Because money doesn’t come with instructions.®
Understanding 401k plans

A practical guide to navigating your retirement savings.
Your Tax Advantage When Selling a Home: Exclusion of Gain

How to Help Make Sure You Receive the Maximum Exemption
Gen X and Social Security

As part of the “sandwich generation,” Generation X faces unique financial stressors.
Understanding RMD rules for 2025

Changes may affect how beneficiaries manage their inherited retirement accounts.
How to take advantage of higher interest rates

Take advantage of higher interest rates to make your savings work harder.
How do financial advisors get paid

And what value can they provide?
8 Steps When Preparing for Retirement

A guide for planning the retirement of your dreams.
Investing in an Election Year and Your Financial Plan

Use these tips to help avoid the election trap.
How to play the game of “buy now, pay later”

Get the benefits and avoid the pitfalls of these loans.
Tariffs Explained: How They Influence Your Wallet and Lifestyle

Strategies to stay on track in a changing trade environment.
How to Prepare for a Job Loss: Financial and Career Tips

A proactive plan for financial and professional security.
401(k) contribution strategy

Reviewing your 401(k) contributions can be critical. Consider these contribution strategies.
Understanding modern mortgage management

Thinking outside the box about your biggest financial obligation.
A Private Revolution Is Upon Us

What impact will the rising use of private equity and debt funds have on you?
The terminology of trusts

Deciphering the language around estate planning.
Estate Planning Checklist: Steps for Secure Future Planning

Help ensure your assets are distributed per your wishes.
Ask a planner: Tariffs and Rising Costs

What the new administration means for your money.
Top 5 Best States to Retire in For 2025

Finding the right mix of cost, care and community.
When to sell ESPP stocks

It all comes down to asset allocation and risk management.
Your Essential Tax Planning Checklist

After tax season ends, tax planning can begin.
Should I pay off my mortgage?

11 great reasons to carry a big, long mortgage.