Blogs

This article will use National Cybersecurity Awareness Month as an opportunity to educate readers on ways they can protect themselves online.

A recent surge in the interest surrounding "generative AI" has triggered a critical question for the Gen Z workforce: Will AI take away my job? The answer, contrary to popular belief, is likely no. Instead, AI is poised to revolutionize the workplace in ways that can make your job better.

The digital revolution is transforming lives across all age groups, and seniors are no exception. Technology has become an indispensable tool for older adults, providing access to resources that significantly enhance the quality of life. For investors in retirement, focusing on how seniors can effectively use online health resources and telemedicine is not only a compassionate approach but quite possibly a lucrative investment opportunity as well.

We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider these goal-setting strategies.

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan1—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people. If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2. This ruling has presented a unique set of challenges and opportunities for estate planning, especially for those employing irrevocable trusts as part of their wealth management strategy.

Downsizing your home can be challenging for older adults approaching retirement. By following this checklist and focusing on your goals and priorities, you can navigate the process and begin enjoying your new, simplified life.

Each account type has different tax rules and treatments, and understanding each may help you determine which accounts suit your situation. Here, we outline what you need to know about each account type

Managing your finances in an ever-changing world can be overwhelming, especially if you are someone with significant wealth. It would help if you had someone to guide you along your financial journey.

You can learn a lot from those who have come before you. Here are ten tips from the world’s greatest investors that they used to pursue their financial goals.

By diversifying our investment portfolios, setting realistic expectations, and staying informed, we can help our investments avoid overheating and maintain a resilient approach to weathering market volatility.

With a bit of time to prepare, you can enter the second half of the year feeling financially confident and on track to meet your goals.

Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while providing a solid future for your employees. On top of all that, you will also need to focus on building financial independence for yourself and for your business. There are many paths to financial independence; below are a few directions to get you started.

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed.

For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will, and about 40% with investable assets of $1 million or more never discuss their estate plans with their children?

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home, and even your life. Insurance can protect your assets, both tangible and intangible.

You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 looks like a year to potentially benefit those interested in creating a wealth transfer planning strategy through generational giving.

Over the past several years, the housing market has been on a relentless upward trajectory, with home prices reaching record levels and demand outpacing supply. However, recent trends suggest that the market is starting to cool down, with more balanced conditions emerging between buyers and sellers.