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Wealth Insights

Year-End Tax Planning: 5 Key Moves to Consider Before December 31 ​ As the year draws to a close, now is an ideal time to review your financial picture and take advantage of tax-saving opportunities. Several important deadlines fall on December 31, and proactive planning can help reduce your tax bill and strengthen your long‑term financial position. Below are five key strategies to consider as you prepare for year-end. 1. Maximize Contributions and Meet Year-End Deadlines Ma

Investing is not about “getting rich” or “playing the market.” It’s an essential part of achieving financial wellness. That means being able to meet your needs and the needs of those who depend on you as well as being able to set and achieve goals that go beyond merely being able to pay your bills and manage debts like mortgages, credit cards, and student loans. These 6 steps can help you increase your investing success and achieve financial wellness, even when financial mark

Because I'm in the financial industry, my friends often come to me with questions about money, especially when something changes in their life-like when a girlfriend got a new job and had questions about her 401(k) or a baseball mom friend got an inheritance. Their financial situation had changed, and they weren't sure what to do. My sister is a perfect example. She always let her husband handle the practical things, like decisions around money. When he died suddenly at the a

March Madness is not just about basketball, as you are finishing your taxes, why not re-evaluate your retirement plan. How much do you need to save for retirement? It's one of the most common questions people have. And no wonder. There are so many imponderables: When will you retire? How much will you spend in retirement? And for how long? Our savings factors are based on the assumption that a person saves 15% of their income annually beginning at age 25 (which includes any e