Five Year-End Trends Investors Need to Watch
Consumer Spending: The Engine of the U.S. Economy Over the decades, Black Friday has expanded from a single day of sales to a week-long...
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3 days ago1 min read
Millennials are Redefining the American Dream
Unlike previous generations who often rushed to buy homes or start families in their late 20s or early 30s, Millennials are embracing a...
Nov 71 min read
The Headaches & Benefits of Rental Properties
For real estate investors seeking high returns, short-term rentals consistently outperform traditional 12-month leases. By capitalizing...
Nov 71 min read
Social Security’s 2025 Cost-of-Living Adjustment
The 2025 COLA of 2.5% is a direct response to inflation over the past year. While the 2023 adjustment of 8.7% was one of the largest...
Nov 71 min read
A Summary of Key Changes for Tax Year 2025
The Internal Revenue Service released its annual inflation adjustments for tax year 2025. The details, outlined in Revenue Procedure...
Oct 81 min read
Fall Season: 5 Steps to a Secure Financial Future
As the days grow shorter and the temperatures cooler, we are officially in the fall season—a time often associated with preparation,...
Oct 81 min read
What to Know About Naming a Trust as a Beneficiary of Your Retirement Account
A critical part of estate planning is deciding how to distribute your retirement assets, such as IRAs or 401(k)s. One option is to name a...
Sep 301 min read
US Companies Capitalize on Fed Rate Cut and what it could mean for You
Financial Planning Strategies is a general newsletter for use by financial planners that covers personal finance, estate planning,...
Sep 91 min read
Funding Your Retirement vs. Your Kid’s Education
As the summer wanes and children across the country return to school, parents are once again reminded of the looming costs of education....
Aug 291 min read
An Illiquidity Trap: Risks of Alternative Investments
The allure of alternative investments – bundles of real estate, private equity, buyout deals, and private debt – can be irresistible....
Aug 191 min read
Preparing for Reduced Social Security Benefits
The 2024 report from the Social Security and Medicare Board of Trustees has brought to the forefront a reality that many Americans have...
Aug 61 min read
What to Know About Mortgage-Backed Securities
Mortgage-backed securities (MBS) are an important investment tool for those looking to extend duration and reduce reinvestment risk,...
Aug 61 min read
A Closer Look at the Global Stock Market Sell Off
On August 5th, global stock markets experienced a significant sell-off, leading to widespread panic among investors. Major indices across...
Aug 61 min read
Going Abroad? Check Your Health Coverage
Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad....
Jul 51 min read
Inflation & the Rising Costs of Summer Vacations
As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places....
Jul 21 min read
The Strong Dollar: What Travelers Need to Know
Vacation travelers, get ready for some exciting news! If you're planning a trip abroad, this year might be one of the best times to do...
Jul 11 min read
Five Practical Steps to Build an Emergency Fund
In today's unpredictable world, having an emergency fund is not just a financial recommendation – it's a necessity. The reality of...
May 311 min read
How to Combat Emotional Investing: Mastering the Fear Curve
Strategies for Navigating Market Volatility with Confidence. In the unpredictable world of investing, the “fear curve” is an...
May 261 min read
The Transition to T+1 Settlements: What it Means
Next week marks a significant milestone in the securities industry: the standard settlement cycle for most broker-dealer transactions...
May 61 min read
Taking Control of Your Property Insurance Bill
As a homeowner, your property insurance is a critical component of your financial protection strategy, safeguarding you against losses...
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