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AI's Role in Shaping Our Tomorrow: A Look Ahead
While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...
Read MoreA Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
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Money Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
Read MoreFAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
The 6 Biggest Mistakes DIY Investors Make and How to Avoid ThemBodyIntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022,...
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
How the SECURE 2.0 Act Changed 529 PlansBodyChanges to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
Health Savings Accounts: Pros, Cons, and Retirement ConsiderationsBodyWhat if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)BodyGetting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones....
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Navigating the Costs of Senior Care: Tips for Preparing for Long-Term CareBodySenior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U...
Read MoreLiving Trusts: Understanding the Basics and Key Considerations
Living Trusts: Understanding the Basics and Key ConsiderationsBodyEstate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your...
Read MoreTrying to Time a Recession?
Trying to Time a Recession?BodyEconomies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results,...
Read MoreWhat Factors Have the Greatest Impact on Your Credit Score?
What Factors Have the Greatest Impact on Your Credit Score?BodyFun fact: You probably have dozens of credit scores out there, and each one might be a different number. You’re probably familiar with a credit score, why...
Read MoreImportant Financial Considerations to Make When Remarrying Later in Life
Important Financial Considerations to Make When Remarrying Later in LifeBodyDiscussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in...
Read MoreTop Considerations to Help Adult Children Be Better Prepared As You Age
Top Considerations to Help Adult Children Be Better Prepared As You AgeBodyAs we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from...
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