Insights

The New Year is a time for fresh starts and setting goals, but when it comes to financial planning, the resolutions often seem...

With tech stocks looking pricey and bonds losing their luster due to falling interest rates, dividend-paying stocks are capturing renewed...

The holidays are a time for celebration, indulgence, and connecting with loved ones. However, they can also be a season of excess – not...

With U.S. GDP growing 2.8 percent in the third quarter, unemployment still remarkably low at around 4 percent and inflation falling...

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...

Unlike previous generations who often rushed to buy homes or start families in their late 20s or early 30s, Millennials are embracing a...

For real estate investors seeking high returns, short-term rentals consistently outperform traditional 12-month leases. By capitalizing...

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...

The Internal Revenue Service released its annual inflation adjustments for tax year 2025. The details, outlined in Revenue Procedure...

As the days grow shorter and the temperatures cooler, we are officially in the fall season—a time often associated with preparation,...

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...

Financial Planning Strategies is a general newsletter for use by financial planners that covers personal finance, estate planning,...

As the summer wanes and children across the country return to school, parents are once again reminded of the looming costs of education....

The allure of alternative investments – bundles of real estate, private equity, buyout deals, and private debt – can be irresistible....

The 2024 report from the Social Security and Medicare Board of Trustees has brought to the forefront a reality that many Americans have...

Mortgage-backed securities (MBS) are an important investment tool for those looking to extend duration and reduce reinvestment risk,...

On August 5th, global stock markets experienced a significant sell-off, leading to widespread panic among investors. Major indices across...

Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad....

As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places....

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...