Building a Multi-Generational Retirement Strategy
Recent surveys reveal retirement planning remains a primary financial stress point for Americans, with particular anxiety among Generation X (ages 43-58). Approximately one in six respondents ranked retirement preparedness as their leading financial concern, surpassing other money matters. This worry stems from uncertainty about retirement...
The Need for Financial Education: Global Money Week 2025
Financial education is essential for building a secure future, yet it remains an overlooked topic in many parts of the world. To address this gap, Global Money Week (GMW) was established in 2012. The worldwide campaign aimed to promote financial literacy and encourage people, particularly...
Tax Planning Tips for Investors: What You Need to Know Before Filing
Tax season isn’t just about gathering W-2s and 1099s. For investors, it’s an opportunity to take a closer look at your portfolio and determine how to manage your tax liability effectively. Investment decisions made throughout the year can significantly impact the amount of taxes you...
Why an Investment Counselor Could Be Your Financial Secret Weapon
Ever wondered how some people seem to have their financial life completely figured out? Chances are, they're not doing it alone. Behind many successful financial journeys stands a trusted partner: an investment counselor. These financial professionals do way more than just shuffle around your investment...
Gender Equality and Women’s Financial Freedom
March 8th marks International Women's Day (IWD), a global celebration of women’s achievements and a call to action for advancing gender equality. First celebrated in 1909, the theme for International Women’s Day 2025 is #AccelerateAction. It emphasizes the urgency of making progress toward gender equality. This...
Tariffs: How They Work and Potential Economic Effects
On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico (except for a lower 10% tariff on energy resources from Canada) and an additional 10% tariff on all goods from China. Nine days...
Protecting Your Future: Life Insurance Strategies for Married Couples
When it comes to marriage and money, one of the most crucial financial instruments for married couples to consider is life insurance. By providing a financial safety net in the event of an unexpected loss, life insurance can help protect a couple's shared goals, assets,...
Financial Resilience: The Key to a Strong Financial Future
Navigating life's unexpected challenges has become a critical component of financial well-being. The concept of financial resilience has gained significant traction in recent years as both individuals and policymakers recognize the need to build a stronger financial safety net. From job losses and medical emergencies to...
Balancing Retirement Savings and Other Financial Goals
As a family, we often need to find the right balance between saving for retirement and funding other major life expenses. With competing priorities and limited resources, couples need a comprehensive strategy that addresses long-term and short-term financial goals. One of the primary challenges is the...
Building Financial Literacy Together: A Smart Start for Newlyweds
As young couples embark on their marriage journey, developing a solid foundation of financial literacy is crucial for long-term success. By arming themselves with knowledge and practical skills, newlyweds can navigate the complexities of budgeting, saving, and investing confidently, ultimately paving the way for a...