New Clean Vehicle Tax Credit Guidance Issued
Assuming other requirements are met, the amount of the credit will generally be the full $7,500 for new clean vehicles (other than fuel cell vehicles) as long as both the critical minerals and battery components requirements are met
Understanding (and Closing) the Gender Investing Gap
After being locked out of the investing world for centuries, women have proven to be successful investors. According to a 2021 study by Fidelity, not only do women consistently earn higher returns than men, but they are also able to add more to their account...
5 Strategies for Maximizing Your College Savings
Pursuing higher education is a dream for many individuals, but the rising costs of college can often be a major roadblock. However, with careful planning and strategic thinking, you can set yourself up for success and maximize your college savings. These five effective strategies can...
Top Retirement Trends for 2023
Surging inflation, market volatility, and a looming recession continue to smash retirement savings accounts and leave older Americans and those saving for their sunset years battered by prices of basic commodities, including food and gas. According to a 2022 study published by Allianz Life, 54 percent...
Retirees Must Be ‘CEOs’ of Their Personal Finances
We have prepared this guide for retirees who want to be the CEO of their personal finances and enjoy the fruits of their labor.
Diversification: Don’t Put All Your Eggs in One Basket
Putting all your money into a single investment is like having all your eggs in one basket. It's a risky proposition.
Fiscal Responsibility Act of 2023
The Fiscal Responsibility Act of 2023 suspends the federal debt ceiling until Jan 2025 and includes a number of spending cuts. Here are some significant provisions in the legislation
Young Investors Prefer Humans for Financial Advice
Millennials have grown up, and according to 2021 survey findings by the Natixis Investment Managers, they are the focused, financially disciplined, and responsible adults in the room. The oldest members of the generation are now in their 40s and entering their peak earning years. They’ve...