Articles

Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come.  Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.

Are you familiar with the IRS’s required minimum distributions (“RMDs”)? Learn about RMDs and strategies to effectively reduce taxes, optimize financial planning and maximize your legacy by preserving wealth in retirement for what is most important to you.

Here's a quick look at what's in the article: Are you familiar with “cafeteria plans?” They are included in the Internal Revenue Code and offer flexibility and tax savings on benefits for employers and employees. Discover what benefits are offered, who can participate, and how these plans can be advantageous.

This article explores tax efficient strategies and addresses questions such as: How can I legally reduce my taxes? What about investment losses? And are there any tax-free growth options? It’s about aligning personal financial goals within existing tax laws.

In 2025, stocks start positively, can it last the year? Let’s review recent trends as well as money market assets and the positive impact they may have on stocks. Finally, what are the latest correlations between stock and bond markets, and what about alternatives?

Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.

Making healthy choices in the years before retirement can impact the quality of years during retirement. Good choices now may reduce healthcare costs, the need for medications and even long-term care later in life. Here’s a list of key components to consider now.

Have you considered whether your financial house is in order? Now that we are into the new year, it’s a good time to take inventory and spruce it up. Review the following helpful hints to update your financial home!

Few employers still offer pension benefits, but many have company-sponsored retirement plans, like a 401(k) or 403(b). Employers concerned about losing top talent might consider generous matching contributions to the company-sponsored plan as a retention tool.

Transform fleeting resolutions into lasting financial habits with SMART goals, realistic budgets, and accountability for less stress and a secure future.

• Tips for setting and achieving meaningful financial goals
• Strategies for creating a realistic budget and tracking spending
• Guidance on staying motivated and accountable in the long run