Is Cash Still Trash?
With the Fed’s rate hikes and checking and savings yields low, it might pay to move your money from your bank.
An End to the Drama
As the curtain falls on a turbulent 2022, marked by inflation, fear, and confusion, what can we expect from 2023?
Off to a Good Start
Three Ways to Gift Money to Children and Grandchildren
The Time for Gifting
Making gifts to family and charity doesn’t have to be a year-end chore.
Finding a Cure for Inflation
With lingering high inflation, interest rates on the rise, and many Americans feeling the strain on their budgets, what will it take to get the economy back to normal?
Roth IRA Conversions
This year marks the Roth IRA’s 25th anniversary. It’s a popular tool for many retirement savers. Before you convert your accounts into a Roth IRA, make sure it’s the right choice for you.
U.S. stock market forecast ahead of the 2022 midterm elections
U.S. midterm election years have generally been the weakest for the stock market in a presidential term. Will history forecast how the upcoming elections affect the U.S. stock markets?
Finding Peace With Your Possessions
You love your things – but how do your heirs feel about them?
The Fed’s War on Inflation
Is an economic “soft landing” possible with historically high inflation?
Is There a Pilot on Board?
Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.