Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to…
Updated for 2025 As Benjamin Franklin famously said: "In this world, nothing can be said to be certain, except death…
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment…
Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get started and…
I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI)…
If you dream of your financial legacy leaving a lasting impact on the world, there's a way you can make…
The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting…
Social Security recipients received an 8.7% increase in their benefit amounts in 2023, the largest increase since 1981. The next…
Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally…
A topic we have been discussing in our meetings is the concept of year-over-year inflation. Near the middle of each…