When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

Are you thinking about selling your small business and sailing into the sunset?  Have you poured blood, sweat, and tears into your small...

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

Long-term disability insurance. What are the risks, and the benefits of it?

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.