Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the
While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can
If you’re like most Americans, you make the majority of your donations to charitable organizations in November and December. But as you get ready to pull out
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax
