Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
What financial habits have helped you most in life?
Which ones have held you back?
No matter how you answer those questions, your money habits have a lot to do
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the
What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet
What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
Is your retirement savings on track?
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longe
