Financial Planning

What has upswings and downturns, troughs, peaks, and plateaus?

Most understand that waiting to claim Social Security benefits can result in higher monthly payments.

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

Risk is a factor in any investment decision that you make.

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.

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.