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Friday, May 1, 2026

Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence...

Wednesday, April 1, 2026

Discover 8 financial wellness tips to manage, preserve, and transfer generational wealth with confidence. Learn how planning and strategy can strengthen your legacy in Scottsdale, Arizona.

Thursday, March 12, 2026

Learn how to invest wisely in your 60s. Explore strategies to balance growth, income, and security for a confident, sustainable retirement.

Tuesday, February 3, 2026

Discover how to align retirement investments and tax strategies to maximize wealth and minimize liabilities.

Wednesday, December 31, 2025

Learn smart investment strategies to help wealthy retirees preserve capital, generate income, and manage their portfolios confidently.

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Wednesday, December 10, 2025

In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction.

Monday, November 17, 2025

Financial wellness is easier to work toward when a business owner understands their economic outlook and has set financial goals to take them through the next 5 to 10 years.(2)

Tuesday, October 21, 2025

Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents.

Friday, September 12, 2025

Discover 9 essential estate planning strategies to avoid probate and maintain a smooth transition of your assets. Learn how to probate-proof your estate planning.

Monday, July 21, 2025

Investing With Tariffs In Mind Tariffs—taxes imposed on imported goods—have become an essential factor for investors to consider. They are typically used to protect domestic industries from foreign competition by increasing the costs...

Monday, June 30, 2025

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster. However, investing during these periods doesn't have to be a...

Friday, May 30, 2025

Social Security (SS) retirement benefits are a vital component of retirement income for many people. It consists of multiple benefits, including disability, survivor, and retirement benefits, and is an indispensable part of many...

Tuesday, April 22, 2025

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a...

Friday, March 21, 2025

Addressing wealth management comprehensively in today's market environment is essential for individuals and business entities. Given the dynamic nature of global markets and the ever-changing economic landscape, navigating investment...

Saturday, March 1, 2025

Retirement is a chapter of life that, for some, may signal leisure, freedom, and working by choice, not necessity. However, this phase usually requires retirement income from retirement savings withdrawals. Different retirement account...

Friday, January 24, 2025

When it comes to planning for retirement, there are a myriad of strategies and options available. One often overlooked method is making after-tax contributions into retirement savings vehicles. This approach to investing after-tax...

Monday, December 30, 2024

A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts. An RMD is a mandatory minimum amount that retirement account...

Tuesday, December 3, 2024

The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order. This includes crucial aspects such as wrapping up all financial contributions before the year-end...

Friday, November 1, 2024

As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this...

Tuesday, October 1, 2024

Whatever your age, it’s never too soon to look ahead and begin giving thought to your retirement. With proper planning, you can make the transition to retirement a smooth, comfortable and confident ride. Today, more than ever, planning...

Sunday, September 1, 2024

The 401(k) plan is an excellent way for HENRYs, high earners not rich yet, to save for retirement. Hitting the maximum contribution limit is a goal many work toward to reap the benefits of this tax-deferred saving strategy fully. But...

Friday, August 2, 2024

Communicating openly can help everyone prepare and plan for the future Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with...

Wednesday, July 3, 2024

The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities. Many Sandwich Gen members support their aging parents while also providing for their children (or even grandchildren)...

Tuesday, July 2, 2024

Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does...

Monday, July 1, 2024

Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while providing a solid future for your employees. On top of all that, you will also...

Saturday, June 1, 2024

As a parent, one of the most significant concerns is ensuring that your children have the financial resources they need to pursue higher education. With college tuition costs continuously rising, it's no surprise that many parents...

Saturday, June 1, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier to...

Saturday, June 1, 2024

Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades.1 Do you know what arrangements you need to make when the time comes? What are...

Saturday, June 1, 2024

Protecting your finances is always important. But as you approach retirement, with less time to bounce back from any missteps, it becomes even more critical to avoid fraud, identity theft, and other threats. Below, we discuss a few...

Wednesday, May 1, 2024

As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition; this is where 529 plans...

Wednesday, May 1, 2024

You may have thought your digital identity was safe and not a likely target of a cybercriminal until one day, the bank calls wondering if purchases made at a store that you have never been to, 2,000 miles away, were made by you. Every...

Wednesday, May 1, 2024

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a...

Wednesday, May 1, 2024

Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning. It can help your family cover end-of-life expenses, funeral and burial costs, and pay for estate taxes. It...

Friday, April 26, 2024

Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps...

Tuesday, April 23, 2024

Did you know about 50 percent of Americans do not have life insurance? Part of the problem is a lack of clarity: 31 percent of people who need it but aren’t covered say it’s because they don’t know what to get. But it doesn’t have to...

Friday, April 19, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Tuesday, March 19, 2024

In the dynamic world of entrepreneurship, small business owners must constantly seek ways to stand out and access opportunities. Obtaining a Women’s Business Enterprise (WBE) certification for a woman-owned business could be a...

Thursday, March 14, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to...

Tuesday, March 12, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Thursday, March 7, 2024

Today, there are an estimated 12.3 million women-owned businesses. To give that some context, approximately 43% of entrepreneurs worldwide are women. A study conducted by Fidelity Investments showed that women are often less prepared...

Thursday, February 22, 2024

February is Wise Health Care Consumer Month, designed to help consumers understand more about their health care costs and options. But with about one in four emergency room (ER) visits deemed unnecessary, the improper use of health...

Tuesday, February 6, 2024

Communicating about money with your significant other can be healthy for your relationship. When it comes to money and relationships, couples need to have the same financial values. Having conversations about money and dealing with...

Friday, February 2, 2024

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a...

Tuesday, December 26, 2023

When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck. But what happens once you’ve...

Tuesday, December 26, 2023

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores...

Tuesday, December 26, 2023

A resolution for every month to help you work towards financial independence Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a...

Wednesday, December 20, 2023

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax...

Tuesday, December 12, 2023

Many parents may find it uncomfortable, or even believe it is unnecessary, to inform their children about personal finance matters. Yet, communicating openly with your family members can help to reassure them about your financial and...

Tuesday, December 5, 2023

At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12...

Wednesday, November 1, 2023

A 401(k) plan is one of the most popular and effective techniques for saving for your retirement. A company will automatically withdraw and contribute money from each paycheck to your 401(k) plan. Some employers will even match a...

Wednesday, November 1, 2023

Businesses generally are illiquid, which can create problems if a business owner requires care in a long-term care facility. LTC is ongoing care in a care facility, nursing home, or at home for those unable to perform a certain number...

Wednesday, November 1, 2023

Regardless of size, companies can benefit when the community in which they do business thrives. For entrepreneurs, giving back to the community may be more than just a charitable act; it can also make good business sense. If you have...

Monday, October 2, 2023

    Regulation Best Interest ("Reg BI"), Form CRS, and What It All Means for You In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has...

Monday, October 2, 2023

Tips for creating a plan to move forward so you can find your next chapter Getting laid off can be a very difficult and emotional experience, especially if you have been with the company for a long time. However, it is important to...

Monday, October 2, 2023

Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains...

Monday, October 2, 2023

Tips to help you find a financial professional and financial planning firm The financial professional and financial planning firm you pick to manage your assets and advise you on key financial decisions can affect your retirement and...

Friday, September 1, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Friday, September 1, 2023

The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach. This sentiment has only grown in recent years, as indicated by a recent report on the Economic Well-Being of US Adults,...

Thursday, August 24, 2023

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Thursday, August 17, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new actions...

Tuesday, August 8, 2023

Talk about money.  The lack of financial literacy and money management skills is a leading cause of lost wealth.  A great deal of time and effort is spent on those that generate the wealth and very little on those that will...

Thursday, August 3, 2023

Congratulations, you have a graduating senior.  This is an exciting new time in your and your child’s lives. There are many new opportunities and experiences that await the graduate as well as risks that you may not have...

Thursday, July 27, 2023

A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a...

Thursday, July 20, 2023

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when...

Thursday, July 13, 2023

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not.  According to a 2021 poll by Gallup, less than half of U.S. adults...

Wednesday, July 12, 2023

If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...

Friday, June 16, 2023

If you've been wondering how to optimize your finances and ensure your money continues to work for you, a financial professional may be able to help. But the thought of turning over your most sensitive financial information to a...