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Monday, April 22, 2024

Retirement is more than just financial planning. It's about rediscovering your identity and purpose, managing your energy and crafting the next exciting chapter of your life.

Tuesday, March 26, 2024

Tracey Spikes of SMART Advisor Network and Adam Carroll of The Shred Method shine light on innovative strategies that promise to guide individuals towards not just freedom from debt but a secure financial future.

Wednesday, February 21, 2024

An underutilized tool in the fight to grow, protect and transfer assets is the single premium life insurance policy.

Tuesday, February 20, 2024

Certified Financial Planner and Lawyer, Gregory DuPont was recently a featured guest on 'Break Through With Lisa Nichols!'. DuPont shared his March to a Million commitment to positively impact one million families.

Monday, February 12, 2024

In this article, we'll take a look at what happened in 2023 and why, and what the experts are forecasting for 2024.

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Wednesday, January 24, 2024

In this blog, we'll shed some light on the history of indexes and the role they play in modern financial planning. So, fasten your seatbelts as we embark on a journey to demystify the intriguing world of financial indexing.

Wednesday, December 20, 2023

Unless Congress acts, many of the changes implemented in the TCJA are scheduled to “sunset” on December 31, 2025. At that time, rates will revert to pre-2017 levels. Learn how to prepare yourself now.

Wednesday, November 15, 2023

With the 2024 tax year on the horizon, it's never too early to start thinking about your taxes.

Wednesday, October 11, 2023

Sometimes, a picture tells a thousand words, and this chart of the M1 money supply certainly does just that.

Wednesday, October 4, 2023

There are two main approaches to investing: active and passive. Investors tend to align themselves with one strategy or the other, often finding themselves at opposing ends of the investment spectrum. So, what’s the difference?

Wednesday, September 27, 2023

To safeguard your financial well-being, exercise caution and refrain from sharing sensitive passwords or account information over the phone.

Friday, March 17, 2023

Are you getting ready to retire? If so, congratulations! Retirement is an exciting and rewarding milestone in life. But it can also be a daunting transition. Many retirees face financial, mental, and physical challenges that they never...

Tuesday, March 14, 2023

4 Things To Do With Old 401(k)sAccording to the Bureau of Labor Statistics, the average American changes jobs every 4.2 years. As you move on to new opportunities, it’s important to not forget about your old 401(k) or 403(b)....

Thursday, December 1, 2022

How to Help Your Parents Transition into Assisted LivingAs they age, our parents may need some help with daily tasks. If an elderly loved one becomes unable to take care of themselves due to physical or mental impairment, it might be...

Tuesday, October 18, 2022

How to Prepare Your Child for CollegeThe United States has long been known as a world leader in education. Our universities are some of the best in the world, and our public school system is also highly regarded. Because of the...

Wednesday, October 5, 2022

Many retirees are finding that starting a business is the perfect way to stay active and engaged after leaving their full-time job. Staying afloat and being financially secure during retirement is a must for us to survive in this world...

Thursday, September 15, 2022

How to Minimize the Impact of Income Taxes on Your FinancesNo one likes to pay taxes, but they are a necessary part of life. The good news is that there are ways to mitigate the impact of income taxes on your finances. In this blog, we...

Thursday, September 1, 2022

How to Defer and Reduce Capital Gains Taxes on InvestmentsThe federal deficit is at an all-time high, and the government needs to find new ways to raise revenue. One of the main ways they do this is to increase taxes. In fact,...

Tuesday, August 16, 2022

What Are My Long-Term Care Options?Many people equate the term ‘long-term care’ with being in a nursing home. However, there are many different forms of long-term care including assisted living, at-home care, and care in...

Thursday, July 28, 2022

5 Questions to Ask Your Financial Advisor Before a RecessionWhile the U.S. is not currently in a recession, it is a very likely future. This is rightfully making many families feel nervous. The U.S. has not faced a serious recession...

Friday, July 22, 2022

3 Things Pre-Retirees Must Know About Cryptocurrency InvestmentsA good retirement investment portfolio should have diversity in asset classes in order to mitigate risk. One way many pre-retirees are diversifying their assets is by...