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Wednesday, April 29, 2026

A growing number of families are facing a quiet but serious problem: adult children are being forced to step in and manage aging parents’ finances before anyone has prepared for it.

Tuesday, April 21, 2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. But is that photo clear?

Monday, March 30, 2026

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, but there are

Tuesday, March 17, 2026

Get ready to start seeing the name “Fed Chair Kevin Warsh” when you receive updates about the Federal Reserve on your news feeds.

Wednesday, March 11, 2026

Tax season is stressful enough without avoidable errors derailing your plans or costing you money with the IRS. These 7 common mistakes can be avoided.

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Wednesday, February 25, 2026

Just over 50 percent of homeowners still have mortgages with rates under 4 percent. But that number has been trending lower, especially in the past year.

Wednesday, February 4, 2026

The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note.

Tuesday, January 27, 2026

James W. Frick, former vice president for public relations, alumni affairs and development at the University of Notre Dame, gave us our quote for January.

Tuesday, January 20, 2026

When you’ve just lost a loved one, even finding the ‘share screen’ button can feel overwhelming.

Wednesday, January 14, 2026

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. So "be prepared"!

Tuesday, December 30, 2025

Make a New Year's Re$olution!

Tuesday, December 23, 2025

It seems like just yesterday the Fed was all about inflation. So why are Jerome Powell & Crew now talking about jobs?

Tuesday, December 9, 2025

Robert Kiyosaki's quote about financial freedom isn’t about a bigger paycheck. It’s about turning your paycheck into assets that pay you back.

Monday, December 1, 2025

The business of making forecasts can be a slippery slope. But some investors are willing to “put their money where their mouth is” when it comes to making predictions about what’s next for short-term interest rates.

Monday, November 24, 2025

One spouse back at work, the other facing long-term disability after multiple strokes and cardiac surgery. We mapped out three moves to help navigate when life threw a curveball.

Tuesday, November 18, 2025

Credit card debt in Florida is currently at record highs, with the state ranking third in the nation for total credit card debt as of late 2025.

Tuesday, November 11, 2025

“Can we finish the new pool without sinking our retirement?” A recently retired couple is juggling construction draws, rising interest, and fixed-income checks. We sat down to look at the options.

Tuesday, November 4, 2025

In 2024, the average work bonus was roughly 2.8 percent of the worker's annual salary, across all industries. What would you do with yours?

Monday, October 27, 2025

This classic quote from Mark Twain reminds us that overconfidence in false beliefs causes more trouble than simple ignorance.

Tuesday, October 21, 2025

“What’s the purpose of a retirement strategy?” It’s a simple question, but most get the answer wrong. Artificial intelligence got it wrong. Learn why I only gave it partial credit.

Monday, October 13, 2025

What happens during a government shutdown, and how might this affect you? Unless the government employs you or you are planning a trip to the Smithsonian, you might not even notice.

Monday, October 6, 2025

Sunny Sarasota, Florida offers more than just amazing beaches and culture... it gives your financial future a chance to grow.

Monday, September 29, 2025

The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?” That’s a fair question, so here are some ideas to consider.

Tuesday, September 23, 2025

"The key is not to prioritize what's on your schedule, but to schedule your priorities." Stephen R. Covey was a renowned leadership expert, educator, and author best known for his book The 7 Habits of Highly Effective People

Tuesday, September 9, 2025

Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect.

Tuesday, September 2, 2025

Dave Ramsey’s advice is popular because it’s simple, no-nonsense, and proven.

Tuesday, August 12, 2025

Retirement is a milestone we plan for decades, diligently saving and strategizing to ensure our golden years are secure. That's where the "bucket strategy" comes in—a time-tested system for fear-free spending.

Monday, July 28, 2025

Sometimes unconventional indicators can shed some light on what’s happening with the economy. Traffic from 20-foot ocean containers is at its highest level since January 2022.

Tuesday, July 22, 2025

Warren Buffett's advice is valuable because it emphasizes protecting your capital by avoiding unnecessary risks and encourages long-term, disciplined investing in high-quality businesses rather than chasing quick gains or bargains.

Monday, July 14, 2025

Just before the July 4th holiday, Congress passed a domestic policy bill that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent.

Tuesday, July 1, 2025

Who the heck is TINA? TINA is an acronym that stands for “There Is No Alternative” to stocks. And for most retirement-minded investors, TINA is their money manager.

Monday, June 23, 2025

Guest speaker Brad Brownstein from Dignity Memorial shared insights on pre-planned funerals with a “Honoring Your Life, Your Way.” presentation to an intimate & engaged group over fantastic dinner & meaningful conversations.

Monday, June 16, 2025

Isaac Newton might be smiling if he looked at the charts for eggs, cocoa, and coffee prices. To traders, they are a lesson on how markets can reach an extreme and then correct. But to Newton, they are simply a lesson in gravity....

Thursday, June 12, 2025

Antonio Damasio's famous quote which helps define how we approach many decisions - including financial ones.

Monday, May 19, 2025

The Fed’s May meeting was pretty much a humdrum event. Even Fed Chair Powell's post-meeting press conference was uneventful. “We are always going to do the same thing,” he said. “We are going to use our tools to foster maximum...

Monday, May 12, 2025

Warren Buffett, 94, said in early May he will ask the board of directors to have Greg Abel replace him as CEO at the end of 2025.

Monday, April 28, 2025

The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans...

Monday, April 21, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell. Good news for...

Monday, April 7, 2025

Every investor knows there are highs and lows during the year. The challenge is remaining focused during the lows. As the 2025 tariff talks have progressed, stock prices have seen more down days than up days as the details get rolled out.

Friday, April 4, 2025

When Warren Buffett said, “Be fearful when others are greedy and be greedy when others are fearful,” he wasn’t just talking about investing. He championed contrarian thinking and urged people to capitalize when groupthink can result...

Monday, October 7, 2024

As Hurricane Milton rapidly intensifies and nears the Florida coast, it’s essential to think not only of personal safety but also of your financial well-being. This Category 5 hurricane, with sustained winds reaching 160 mph, is poised...

Tuesday, September 17, 2024

More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far. In other words, the COLA will raise the average benefit by $48 to $1,968 a...

Friday, July 26, 2024

As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...

Monday, June 24, 2024

Insurance provides some financial support for your family, which might cover estate taxes, debts, and other expenses.

Friday, June 21, 2024

As the Olympic Games are being held this year in Paris, I thought it would be interesting to explore how the Olympians earn their chance at gold, silver, or bronze. It turns out that, just like in the world of finance, the path to the...

Friday, June 21, 2024

One key—and often overlooked—part of the retirement puzzle is the annuity. These financial products are uniquely versatile and have tax benefits that often aren't available with other retirement options.

Thursday, June 6, 2024

Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

Thursday, June 6, 2024

How can you be sure if you need to save more? Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.

Monday, May 6, 2024

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of the most popular saving methods for college, many myths surrounding these...

Monday, May 6, 2024

Market turbulence is a challenge, but also an opportunity if faced head-on In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle the most seasoned of...

Monday, May 6, 2024

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...

Monday, May 6, 2024

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business owners are being tested and challenged by high costs and high interest...

Monday, April 29, 2024

Staying ahead during uncertain market activity seems impossible, but smart strategies exist that can help you mitigate some of the risk of investing, particularly during uncertain market periods.

Tuesday, April 23, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...

Thursday, April 18, 2024

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields...

Friday, April 5, 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.

Friday, March 15, 2024

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.

Friday, March 15, 2024

It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally.

Friday, March 15, 2024

One crucial aspect of managing your finances includes understanding how to use credit and credit cards wisely.

Friday, March 8, 2024

There is a drawback to technology, however. It often leaves us more vulnerable to scammers who hide behind the anonymity that technology provides and find ways to scam us out of our hard-earned money.

Wednesday, February 14, 2024

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps to consider when starting a new business.

Wednesday, February 14, 2024

Want to ensure your chance of living independently during your retirement? Below are a few tips to put you on the path toward an independent future.

Wednesday, February 14, 2024

In this article, we explore portfolio diversification by using concepts related to chocolate to make it more understandable – and palatable.

Monday, February 5, 2024

If you are close to your desired retirement age but are still a little ways off from Medicare eligibility, below are a few strategies for navigating healthcare costs during that gap period.

Friday, January 26, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include

Friday, January 26, 2024

The Internal Revenue Service (IRS) is helping families, teens and senior citizens learn about the continued importance of protecting personal information in helping fight identity theft and tax fraud.

Wednesday, January 17, 2024

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflationism going down.

Tuesday, January 9, 2024

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.

Thursday, January 4, 2024

People have been making New Year’s resolutions for at least 4,000 years, beginning with the Babylonians, who supposedly made promises to the gods. The idea of transforming our lives for the better, from one year to the next, is powerful.

Tuesday, December 19, 2023

In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a substantial increase in retirement and disability benefits. Starting in January 2024

Tuesday, December 19, 2023

‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like to use the holiday season as your time for contributing to worthy causes.

Tuesday, December 12, 2023

When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your estate plan

Thursday, December 7, 2023

Solid gains for both stocks and bonds gave investors a November to remember. As financial markets continue to defy skeptics

Friday, December 1, 2023

According to US New Money, 62% of Americans aren’t even aware that they have to take an RMD, and a fair share of those that do make mistakes they could have avoided. Here are a five common RMD mistakes that could prove costly.