Financial Planning

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.

One survey found that 35% of couples attribute stress in their relationship to financial issues.

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.

Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2026 tax strategy.

If you’re like many small business owners, running your own business is an all-consuming endeavor.

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.

According to Yale University’s Crash Confidence Index, only about 40% of investors are confident the stock market will not crash sometime during the next six months.

While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible.