Financial Planning

In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement.

The Social Security Disability Insurance program paid out over $140 billion in benefits in 2021.

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.

American educational reformer Horace Mann called education “the great equalizer.”1 In football, it’s been said that turnovers are the great equalizer.

Did you recently add a second comma to your bank balance?

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.

Despite not being as well known as some other retirement tools, annuities account for 6% of all (//brokercheck.fin assets earmarked for retirement.

A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years.

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.

The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025.