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.