In The News

It’s that time of year when we lean into the thrill of fear—haunted houses, hayrides, scary movies, and spooky decorations fill our calendars and neighborhoods. But for many Americans, the real fright isn’t found in the dark – it’s hiding in their finances. According to Fidelity’s 2025 New Year’s Financial Resolution study, the top financial […]

Market volatility at the start of this year has left many investors feeling uneasy. It’s natural to question whether your savings are working hard enough, or if it’s safer to hold onto cash. But when it comes to liquidity in financial planning, holding too much cash can actually slow your long-term financial growth. In this […]

The Great Wealth Transfer: What You Need to Know Many of us will eventually face the responsibility of managing an inheritance. With the earliest members of the Silent Generation nearing the century mark and the tail-end of the Baby Boomers at retirement age, the United States is on the cusp of what experts are calling the […]

Scroll through your social media feed after a major move in the market, and you’ll see a flood of hot takes, bold predictions and “can’t-miss” tips. Welcome to the age of the finfluencer—a social media influencer who broadcasts their takes on investing, budgeting and other financial topics to large online audiences. Here’s the thing: A […]

The need for tax planning strategies often becomes strikingly clear for high-earning, wealthy families during the first four and a half months of the year. The US tax system is designed so that the higher the income, the greater the tax liability. Thus, strategic tax planning is crucial for affluent families, as income can come […]

In today’s economic environment, inflation and high interest rates have become pressing concerns for individuals, families, businesses, and investors alike. While these economic conditions are not new, the current economic climate has placed additional pressure on consumers, making it more challenging to manage day-to-day finances. The impact of inflation on the cost of living and […]

Over the past four years, we have all felt the squeeze of rising prices – from our grocery bills doubling to skyrocketing interest rates on homes and cars. Insurance premiums and property taxes have also surged dramatically in just the past year, leaving many wondering how to navigate these challenges. Inflation’s impact on investments is […]

“To care for those who once cared for us is one of the highest honors” – Tia Walker As we age, so do our loved ones. In childhood, our role transitions from being nurtured to becoming the caregiver. This involves taking on additional responsibilities and helping make choices that your parents would usually handle themselves. […]