The dawn of a new year brings a fresh opportunity to take control of your financial well-being. In 2025, financial resolutions are not just about cutting costs—they’re about designing a financial strategy that aligns with your values and goals. Whether you’re...
Markets demonstrated resilience in January despite significant policy shifts and technological developments. The first month of 2025 saw President Trump’s return to office, groundbreaking AI developments from China, and the Federal Reserve maintaining its...
Take stock of your cash flow. Spend time reviewing your total income vs. expenses for 2024 and determine: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? (3) What percentage of your...
As 2025 is officially underway, there are significant unknowns regarding the future of the U.S. tax landscape. The current tax system, largely shaped by the Tax Cuts and Jobs Act (TCJA) of 2017, is set to undergo substantial modifications due to the scheduled...
As the year winds down, investors already looking to be tax efficient within their non-retirement investment portfolios may get an unwelcome surprise: year-end capital gain distributions from mutual funds. While these distributions might seem like a positive...