While cash can be an easy and convenient vehicle to support your favorite nonprofits, there are other gifting strategies that may help maximize the value of your generosity and provide tax advantages.
As a financial advisor, I have seen firsthand how much planning it takes to retire early. Deciding to leave the workforce (and say goodbye to your steady paycheck) earlier than you previously intended to may come with many considerations.
Individual Retirement Accounts (IRAs) are recognized as one of the most attractive retirement savings vehicles available to investors.
No one likes to watch their investments lose money, but downward market volatility can feel particularly scary for people who plan to retire in the near future. Their anxiety is understandable. They’ve spent their careers building their nest eggs and now, at a time when they plan to give up their income-producing jobs, they face the prospect of living off less money than they had envisioned.
Avoid missteps and achieve your financial goals in your retirement
Most hard-working Americans dream about retirement, but the path to get there can be less than clear.
Are you and your spouse on the same page?
Factors to consider as interest rates remain low
It’s important to approach the joint venture with the same care a person would apply to any other business dealings.
Why you need to make sure it does, and what to do about it
Now’s a good time to assess whether you have the right plan in place
Your answer can have an impact on your Social Security check
What do the letters after an advisor’s name mean?
Four innovative ways you can increase the impact of your donations
Many retirees are reluctant to dip into their principal for fear of running out of money
There’s no question that Social Security is a cornerstone of retirement income for many Americans. Yet, deciding when to take Social Security benefits is something that many people struggle with. If you are contemplating when to pull the trigger on…
The U.S. economic expansion has presented opportunities for people to explore new job possibilities. If you are among those looking to make a change in your career path, you should know that switching employers can have a substantial impact on…
In retirement, health savings accounts can offer tax-free savings and peace of mind
The opportunity to own shares in the firm you work for can be extremely valuable
The decision is made best in the context of your overall retirement plan
The goal of long-term care insurance is to protect the policy owner from footing the entire bill of an extended stay in a healthcare facility, such as a nursing home or rehabilitation center.
Four reasons you may want to invest in this expanding marketplace
As a business owner, you’ve poured your time and energy into making your company successful. But how much thought have you given to what will happen when you relinquish this role? Sooner or later, you will step down and hand…
How confident are you about your family’s finances? How often do you discuss money with your loved ones? According to the Family Wealth Checkup study by Ameriprise Financial, there’s a correlation between financial confidence and communication. While many families are…
There are a variety of vehicles to consider
There are important steps that every small business owner must take
Three strategies to help you manage this critical expense in retirement
When managed correctly, giving appreciated stock can be beneficial for the charity and the donor
To set yourself up for a successful and stress-free tax season, and to ensure you hit the upcoming tax filing deadline, start getting ready now with these simple steps: • Break tax preparation tasks into small manageable parts so that…
A 2024 Human Interest study found 91% of employees with access to financial wellness education enrolled in their workplace retirement plan, compared to just 76% enrollment without it.
Investors should be asking their financial advisors crucial questions at various points in time.
The recently enacted One Big Beautiful Bill Act (2025) has shifted some timelines on tax policies, and our expert highlights some provisions that New Hampshire business owners should notice.
Cyber scams cost U.S. businesses $16.6B in 2023. Learn key steps to protect your company from phishing, data breaches, and AI-driven threats.
Learn how to manage your 401(k) through market volatility, emergencies, and life changes with strategies for staying invested and understanding withdrawals.
Learn how to define your dream retirement, calculate costs, adjust savings, plan for healthcare, and invest wisely to make early retirement a reality with expert tips from a financial advisor.
Learn how early planning, tax efficiency, estate documents, and holistic financial strategies can help preserve your assets and align your wealth with your long-term goals.
Smart growth isn’t just about expanding, it’s about protecting what you’ve built. From strategic savings accounts to trusted fiduciary partnerships, businesses and individuals have more tools than ever to secure their financial future.
