Insights

As we approach the April 18th tax deadline, we've been receiving more questions about how to save on tax returns. Last week I focused on Roth Conversions and IRAs, and here are more tax-saving strategies that...

Are you experiencing stress from watching the news over the past few months? If so, you're not alone. Media coverage has been filled with never-ending stories of the war in Ukraine, politics, inflation, and...

Let's test your memory. What  were you doing 22 years ago? Were you learning that  Bruce Willis's character was deceased in "The Sixth Sense"? Were you watching "Friends" with friends while wearing your...

While March Madness typically  refers to a basketball tournament, one could argue that phrase may describe the stock markets this year. Several issues are weighing on the markets right now, including spiking...

Until recently, you probably  didn't spend much time thinking about inflation. But now gas, groceries, and utilities are all on the rise. Everyone is wondering how high it will go? If you're in retirement,...

Remember the commercial that aired several years back that asked: "What is your retirement number?" The television ad had people walking in the park or down a busy street, and they each had a various dollar...

Why taking care of your body should be as important as taking care of your bank account Let’s face it, having money and knowing how to manage it is important, but it's far from being the only thing that's...

Have you ever bungee jumped? In England, the first documented modern bungee jump occurred on April 1, 1979. (1) Fast-forward to today, and thrill-seekers can travel to Wall Street for the same effect....