First, let’s start by uncovering the most common mistake in estate planning…
Surprisingly, this frequently made mistake might already be on your doorstep. A
We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play
Successful investing
2022 was a difficult year for investors, and we recognize that detours on the road to your financial goals are not uncommon.
Legendary
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
Taxpayers invest about 13 hours preparing their tax returns, according to the IRS’s instructions for Form 1040. More specifically, the IRS says that the average
Election-year shenanigans
Investors disregarded disappointing inflation numbers last month and talk of fewer rate reductions this year. Instead, they
Flying from Chicago to Atlanta, a conversation ensued with the young woman seated next to me. She was a lawyer and a prosecutor and that led to a discussion of
The Book of Genesis tells us that Adam and Eve lived in comfort and security in the Garden of Eden. Then temptation got the best of them. They ate of the
If you query the Internet as to when the Social Security Trust Fund will run out of money, you get a variety of answers. Estimates range from 2033 to 2041
Readers are urged to regard “early in the year” stock market and economic forecasts as a form of entertainment. No one really knows what markets will do
The month of January is named for Janus, the ancient Roman god of beginnings, transitions, gates, time, duality, doorways, passages, frames, and endings. He was
