If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit both you and the causes...
The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting is over two days, the first being a broader discussion by the Fed Committee, which continues into the next day, and the announcement comes...
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to get an investment return of 30% a year?" The answer isn't what you think it may be, because investment returns fluctuate from year to...
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Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get you started and keep you on track for 2024. January – Draft a budget. Review last year’s expenses and see where you can improve for the new year....
There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but also the year to come....
After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not seen in more than a decade. The yield on the 10-year Treasury bond has reached 5% for the first time since 2007, drastically up...