What do you need to know about the Google ETP? Let us guide you to make the decision that is right for your portfolio and investment strategy!

Roth IRAs have become one of the most popular wealth-building strategies, and the reason is that they allow you to grow your money tax-deferred AND withdraw your money tax-free!

Can you avoid paying more for your premiums under the Medicare surcharge model? Learn more about how to mitigate your out-of-pocket costs here.

Investing gurus love throwing around catchy phrases, but do they translate to real results?

The recent run up of Artificial Intelligence (AI) and AI adjacent companies has caught the attention of many types of investors.

It was good while it lasted. Series I Bonds are looking average now that inflation has come down.

What if I told you that 2023 was not only one of the best years for stock market performance, but it was also historically one of the least volatile markets on record?

What should you know about Form 709 instructions? Walk through the process in this quick guide!

What are the gift splitting rules that can help you to be more generous in your giving as a couple? Learn more and see examples here!

At the beginning of the year, I published my predictions that I knew would be wrong. I wasn’t admitting I was going to be wrong as a hedge, but I know that predicting the future is a fool’s game and I’m here for it yet again.

Do you know what to do after maxing out a 401(k) and Roth IRA? Here are six clever ways to make the most of your wealth.

Participate in an employee stock purchase plan? Understanding the difference between qualifying and disqualifying dispositions can save you money and help you make smarter investment decisions.

As US savings rates drop, consumers spend beyond inflation rates, neglecting the future costs of delayed retirement, reliance on government aid, and potential housing crises.

Discover why the S&P500 is outperforming diversified portfolios in 2023, driven by the unexpected influence of a few tech giants.

What does it mean to be listed as a Forbes Best-In-State Top Next-Gen Advisor? Here’s what you need to know about this prestigious recognition.

Long-term care insurance (LTC) is a type of insurance that helps cover the cost of long-term care services, such as those provided in a nursing home, assisted living facility, or at home.

Learn more about the IRS announcement that they will be delaying some of the Secure 2.0 Act that impacted retirement savings of high-income earners. 

How can personal tax planning minimize your tax liabilities? Start planning some of these savvy moves today! 

When you create an estate plan, you are creating a roadmap for how your assets will be distributed after your death. This plan often includes a will, a trust, living will and beneficiary designations for all of your assets.

Asset allocation is the process of dividing your investment portfolio among different asset classes, such as stocks, bonds, and cash. The goal of asset allocation is to balance risk and return.

High-income earners find that their tax bill can sometimes be outrageous at the end of the year, sacrificing earnings with little to show for it.