Two in every three Americans report regularly feeling stressed about their finances. It’s time to overcome these fears and get your finances back on track.

When it comes to stock market performance, August was “the best of times, and the worst of times.”

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA.

There are many professional organizations that understand the challenges that women-owned small businesses face and offer resources to help provide assistance.

Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible.

Last week was epic for market-watchers. A Fed rate hike, a much-anticipated GDP report, and the busiest week of earnings season got most of the headlines. 

Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement

When it comes to investing, having fewer investments might help streamline your portfolio to manage stress better

It is imperative that your long-term retirement strategies account for inflation and that you prepare for a decrease in the purchasing power of your dollar over time.

The Midyear Outlook 2022: Navigating Turbulence is designed to help you navigate the risks and opportunities over the rest of 2022 and beyond.

Both stock and bond markets have been challenging this year, but it’s important to focus on what this tends to mean looking forward.

The day-to-day demands of caring for an aging parent and children can put a tremendous strain — both emotional and financial — on the primary caregiver.

As your children grow from infancy to adulthood, you try to protect them. You want to make sure that they are financially secure, but meeting expenses can be challenging.

There are countless benefits of charitable giving. Through generous donations, you can make a difference in your community and society. You may also feel happier and even save on your taxes.

Environmental, Social, and Governance (ESG) investing is on the rise throughout the world. Here are some definitions and considerations to make when diving into the ins and outs of ESG investments.

The bull market that began in March of 2020 came dangerously close to an end.

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings?

2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start.

Under the current estate tax laws, there are several steps a business owner can take to help prevent his or her business from being liquidated to raise cash to help pay estate taxes.

As we move into spring and leave behind the last signs of a long winter, many worries from a chilly start to the year for markets, unfortunately, are still with us.

We discuss three common situations in life when it’s a good idea to consult a financial professional.

As you near retirement, it’s likely you’ll have many questions about Social Security. How much will your retirement benefit be? When should you apply? Will earnings from a part-time job affect your benefit?

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.

Potential Fed Reserve rate hikes and the geopolitical worries over Russia and Ukraine only add to the uncertainty around financial markets.

Aging-in-place improvements that help seniors stay safely in their homes are more stylish and functional than ever before.

A common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund.

The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility.

A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow’s taxes today.

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy in response to rising inflation.

Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward?

Why should you pay your landlord’s mortgage when you can pay your own? Intuitively, it feels true, but how true is it—and how do we really know?

2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond.

It’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date.

Here are five resolutions you may make to increase financial independence and work toward building wealth.

In 2022, we may be ready for a handoff—or a “Passing of the Baton”— back to a greater emphasis on the individual choices of households and businesses to drive the economic expansion.

If you are a small business owner with no employees, the one-person 401(k) may offer a suitable combination of benefits that can help you save more for retirement.

Today’s scammers are clever at making their offers seem legitimate. How can you spot scams before they happen? We discuss the five biggest red flags of a potential scam.

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks.

A well-structured estate plan can be invaluable. Through it you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.

September 22nd is American Business Women’s Day, and it may be the perfect day to celebrate women who have surpassed the glass ceiling and gone on to be leaders and inspirations for businesswomen everywhere.

Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to inconvenient scheduling issues.

When it comes to 401(k) plans, some people may find themselves a bit confused about the 10% Federal income tax penalty for withdrawals prior to age 59½ and hardship withdrawals from a 401(k) plan.

Nonprofit charitable organizations often rely on contributions from businesses and individuals to help them accomplish their goals and provide the products, programs, and services needed.

By taking some steps toward disaster preparedness, you may gain some security that helps you set these worries aside.