When the Noise Gets Loud It seems like every day brings a fresh wave of chaotic news out of Washington, warnings of financial collapse, and rising geopolitical tension. The world can feel like it is coming apart. With so much uncertainty in the air, it is only natural to wonder whether adjustments should be made [...]
As we celebrate Women’s History Month, it’s important to recognize the financial challenges and triumphs that women face on their journey toward empowerment and independence. The increasing financial responsibility that women are taking on is a noteworthy aspect of this progress. […]
The new year is the perfect time to refresh your financial goals and gain better control over your money. Whether you’re planning for the long term or just looking to simplify your finances, organizing your financial life can bring peace of mind. Here are five key steps to get your finances in shape for 2025. [...]
When life throws us a curveball, whether it’s an unexpected election result or a negative life transition like a death, divorce, or job loss, it can be tempting to wallow in self-pity or obsess about the worst-case scenarios. Neither of these responses benefits our mental health or helps us cope effectively. Instead, we recommend a [...]
As the year draws to a close, it’s time to focus on tax strategies that can minimize your liabilities and optimize your financial position. Acting promptly is crucial, as tax and financial professionals tend to be especially busy during the 4th quarter. Many tax professionals were occupied until after October 15th, working on tax returns [...]
Cybersecurity Awareness Month, observed every October, highlights the importance of online safety. With frequent data breaches, nearly everyone’s data has likely been compromised. The “presumption of breach” principle advises us to assume our data is exposed and focus on proactive measures to secure our financial future. While you can’t prevent data theft, you can control [...]
When my dad fell ill and passed away earlier this year, I received a crash course in end-of-life decisions and estate settlement. While my parents thankfully had a complete set of estate documents and the family generally agreed on what was best for my dad, I realized this was just the tip of the iceberg [...]
After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be [...]
As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. […]
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. […]
